Move paying customer card and mark contact as converted

Your paid customers' cards and contact records fall out of sync after checkout, leaving reps without purchase context. Cards move and contacts update so reps can follow up same day.

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Overview

When a payment becomes a customer, your board and contact list should reflect that purchase immediately. This flow moves the prospect card to a closed stage and adds the customer to your contact list so reps can start onboarding and outreach the same day.