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Update customer stage and graduation date in CRM

Update customer stage and graduation date in CRM

Your onboarding form submissions miss graduation fields, leaving customer records incomplete for handoff. It updates stage and graduation date so success coordinators have handoff context same day.

Update customer stage and graduation date in CRM

Overview

Manual post-onboarding updates create gaps that slow follow-up and frustrate CS staff; this flow writes stage and graduation dates directly into the CRM from onboarding submissions. That gives customer success managers a single source of truth for handoffs and enables same-day outreach.

Update customer stage and graduation date in CRM