For IT founders: keep subscription rows assigned to owners

Founders see subscriptions arrive unassigned, risking onboarding delays and billing mistakes. Enrich rows with CRM lead owner and referral so ops and sales begin onboarding with complete records.

Overview

Unassigned subscriptions stall onboarding and create billing risk for IT service firms. Enriching subscription rows with CRM lead owner and referral source ensures ops and sales begin onboarding with complete records, eliminating manual lookups and preventing missed billings.

Notable Features

Populate lead owner from CRM
Fill referral source field
Notify ops about unmatched subscriptions