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Update activation log when financing is accepted by form

Update activation log when financing is accepted by form

Your financing form responses arrive unlinked to the CRM, leaving activation requests unmarked and coordinators stalled. Records are updated and team notes posted so activations proceed same day.

Update activation log when financing is accepted by form

Overview

When customers accept financing via your form, activation records must reflect that immediately to avoid onboarding stalls. This flow writes the acceptance date into the activation record and posts a team note so program coordinators can act same day.

Update activation log when financing is accepted by form