Retrieve updated deals from Yobi, filter for closed won, and update onboarding pipeline in Yobi

Update your onboarding pipeline in Yobi when a sales deal is marked as closed won. This keeps your team informed and accelerates the onboarding process, ensuring a smoother transition for new clients.

Retrieve updated deals from Yobi, filter for closed won, and update onboarding pipeline in Yobi

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Overview

Update your onboarding pipeline in Yobi when a sales deal is marked as closed won. This keeps your team informed and accelerates the onboarding process, ensuring a smoother transition for new clients.

Retrieve updated deals from Yobi, filter for closed won, and update onboarding pipeline in Yobi