Keep customer support records current when deals close

Customer support ops face stale records when sales don't mark won deals, causing onboarding delays and SLA confusion. This updates lead records to Customer when deals close so support starts onboarding without manual reconciliation.

Overview

When sales leaves deals unmarked, support ops can't start onboarding and SLAs blur. This workflow keeps lead records current the moment a deal closes, enabling faster handoffs and eliminating manual reconciliation so support begins onboarding without delays.

Notable Features

Update lead status to Customer
Fill lead-to-customer timing field
Notify support of converted customers