Mark matching CRM deals closed won for new customers

You stall onboarding when paid customers aren't linked to deals, leaving account execs without closed-won billing context. Gain closed-won visibility for account execs and billing within minutes.

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Overview

When a paying customer is recorded, manual deal updates often stall onboarding and billing handoffs. This flow closes the matching deal and broadcasts a concise recap to sales and billing, giving account executives immediate closed-won visibility within minutes.