Once a new customer accepts the CIPP GDAP link, search for them (or pick from the recently-added list below) to pull a first-look M365 posture snapshot to report back to them on the call — idle/wasted licenses, who currently holds admin rights, existing supplier relationships, and an estimated monthly M365 spend. Sourced from CIPP directly, so a brand-new customer shows up here as soon as GDAP is accepted — before their Autotask account necessarily exists. For a matched customer's ongoing month-to-month billing tracking, use the 365 Billing Report instead.