Record upgrade as closed deal and update records

Your upgrade notes aren't captured as sales records, leaving billing and ops without clear revenue data. Create a closed deal and sync customer and ops tables so records are complete same day.

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Overview

Upgrade notes buried in matter files create blind spots for sales and billing; you need revenue visible and actionable immediately. This flow turns each upgrade note into a closed deal and updates customer and ops tables so sales and billing see accurate revenue the same day.