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Set company lifecycle to customer on new paid account

Set company lifecycle to customer on new paid account

New billing customers can leave company records unchanged, starving reps of purchase context. Set company lifecycle to Customer so account managers see status and start onboarding within minutes.

Set company lifecycle to customer on new paid account

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Overview

When payments create customers, CRM stages must reflect that immediately or account teams lose purchase context and onboarding stalls. This flow updates company status and delivers purchase context to account managers within minutes, enabling faster handoffs and cleaner revenue reporting.

Set company lifecycle to customer on new paid account