Create upgrade records from client notes into internal database

Your upgrade notes sit in CRM engagements without a clear purchase record for billing and ops. It creates upgrade rows and updates customer files so teams reconcile charges same day.

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Overview

Stop letting upgrade notes create manual reconciliation work for billing and operations; this flow turns freeform CRM notes into tidy purchase records. Teams get an auditable add-ons table and updated customer files so reconciliations and partner notifications happen the same day.