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Create trial records from form submissions for onboarding

Create trial records from form submissions for onboarding

Your test license form responses arrive untracked, leaving account managers without intake context and delaying trial setup. They receive structured trial records so onboarding can start same day.

Create trial records from form submissions for onboarding

Overview

Stop manual intake work and surface every test-license request where account managers see it. New form submissions become structured board records so onboarding can begin same day and outreach doesn't stall.

Create trial records from form submissions for onboarding