For business owners: keep viewing license keys on deals

Business owners lose license keys on orders, causing delayed customer access. So sales and ops have accurate fulfillment details and orders proceed with correct licenses.

Overview

Missed viewing license keys create fulfillment confusion and delay customer access — a clear risk for business owners. This workflow ensures every purchase appends license keys to the CRM deal so sales and operations hand off orders with correct licenses, reducing manual assignment and creating a clear audit trail.

Notable Features

Append viewing license keys to deals
Check for existing license before adding
Notify sales and ops of updates