Update CRM deal to won after a free trial renewal
Update CRM deal to won after a free trial renewal
Your free-trial renewals can arrive without deal updates, leaving reps without renewal context. It moves the deal to won and logs a renewal note so reps have context within minutes.
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Overview
When renewal payments come in after free trials, this flow immediately moves the deal to won and logs the payment so reps see billing and renewal context without manual work. That visibility reduces missed handoffs and gives sales managers deal-level clarity within minutes.