Update lead and notify sales of partner-referred customer
Update lead and notify sales of partner-referred customer
Your partner subscription updates lack owner and partner context, so sales can't assign onboarding. That ensures onboarding starts and finishes before the first invoice.
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Overview
As a business owner, you need partner referrals tracked and owners assigned quickly so revenue handoffs don't stall. This flow enriches the CRM and alerts your sales channel within minutes so onboarding completes before the first invoice.