Add activated account rows to onboarding tracker sheet

Your activation tickets aren't consolidated, leaving onboarding coordinators without schedule-ready account details. The sheet provides up-to-date active accounts for same-day handoffs.

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Overview

Uncaptured activations create last-minute scramble for coordinators and missed onboarding windows; this flow captures every activation into a single roster for your CSMs to act on. That delivers same-day handoff data so onboarding coordinators can schedule and start onboarding promptly.