Mark account active when review task completes same day
Mark account active when review task completes same day
Your onboarding review tasks sometimes finish without updating account status, causing campaign scheduling and billing to stall. Marking accounts active gets campaigns and billing moving same day.
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Overview
When onboarding review tasks complete, your CRM should immediately reflect account readiness instead of relying on manual updates. This flow flips the account active flag so campaign managers and billing can begin same-day, reducing handoffs and missed launch windows.