Health and fitness sales ops: keep CRM accounts current

Sales ops see members locked out and billing mismatches when CRM account state lags after activation. It updates CRM order and state on activation so onboarding and billing start with current status.

Overview

New member onboarding and billing fall apart when CRM account state lags behind the billing system, risking member access and revenue reconciliation. This workflow ties subscription activations to CRM account order and state updates, removing manual handoffs so ops and sales start onboarding and billing with accurate account status.

Notable Features

Update CRM account order and state
Notify sales ops about activations
Prevent onboarding and billing mismatches