customer to ambassador

HI guys, just trying how to best track my customers who i then upgrade to ambassadors. when in pipeline view they are under “launching” but if i want to then move them to a business conversation do i send back to inviting? or is there an option where we could “upgrading” or something where we take a customer into the business ?

Upvoters
Status

Completed

Board
💡

Feature Request

ETA
Jan 09, 2026
Date

2 months ago

Author

Valerie

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