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Notify billing team when cold lead completes onboarding

Your cold leads complete onboarding without billing context, delaying extension approvals. Get billing-ready alerts so the billing team can apply 30-day extensions same day.

Notify billing team when cold lead completes onboarding

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Overview

When cold leads finish onboarding without billing context, extension handling and invoicing stall. This flow delivers billing-ready alerts with customer ID and lead context to your billing channel so staff can apply 30-day extensions the same day.

Notify billing team when cold lead completes onboarding