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Update opportunity stage when lead becomes a paying customer

Update opportunity stage when lead becomes a paying customer

Lead conversions don't update linked opportunities, leaving onboarding and billing without clear deal context. This creates consistent opportunity stages for support and account teams within minutes.

Update opportunity stage when lead becomes a paying customer

Overview

When a lead converts to a customer, downstream teams need accurate deal context immediately. This flow updates opportunity stages automatically so support and account teams receive correct handoff information and can begin onboarding within minutes.

Update opportunity stage when lead becomes a paying customer