Start trial-extension workflow from new affiliate customer record
Start trial-extension workflow from new affiliate customer record
Your affiliate customer signups without synced billing contacts block timely trial extensions and partner follow-up. Start the trial-extension workflow automatically so extensions are issued same day.
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Overview
When affiliate signups lack billing contacts, issuing trial extensions becomes manual and slow, hurting partner experience. This flow looks up the billing contact and starts your trial-extension process automatically, so portfolio managers can grant partner extensions the same day.