Keep plugin license records connected for partner managers

Partner managers see subscription edits break license, company, and contact records, causing missed follow-ups. It links deals, organizations, and people in your project system so partner managers can follow up quickly.

Overview

Subscription edits that don't update project records cause missed follow-ups and slow partner onboarding. This workflow keeps license deals, organizations, and people aligned with billing changes, eliminating disconnected records and enabling faster follow-up. Customers report faster response times and fewer manual corrections.

Notable Features

Create or update license deals
Link organizations with contacts
Notify partner managers for follow-up