Keep portal sign-ups linked for business owners, ops teams

Business owners lose portal access when manager sign-ups aren't tied to CRM. Link submissions to contacts, deals and subscriptions so onboarding and support start without manual gaps.

Overview

Unlinked manager sign-ups break portal access and fragment account records, forcing ops to chase manual fixes and delaying onboarding. This workflow ensures each submission maps to the correct contact, deal and subscription so onboarding and support begin without gaps and manual corrections vanish.

Notable Features

Match submissions to CRM contacts
Attach submissions to deals and subscriptions
Notify operations of association failures