Ravi Patel, Customer Admin

Initiate customer onboarding

Open an idempotent onboarding case from CRM or authorized manual intake.

Intake steps

1 · Source and CRM lookup

2 · Duplicate check

1 strong candidate found: create is paused

Link, request a steward-approved merge, or record a create-new rationale to continue.
  • 92%
    Helix Surgical GmbHCUS-0003 · Noor Haddad (CSM) · Legal name (exact); Country of registration (DE); CRM account family
    Invited
  • 18%
    Meridian Medical Systems, Inc.CUS-0001 · Noor Haddad (CSM) · Shared distributor domain reference
    Customer active

3 · Tenant decision

4 · Primary contact invitation