Add closed won fee details to onboarding project card
Add closed won fee details to onboarding project card
You get closed won deals with no fee details on onboarding cards, forcing coordinators to guess pricing at kickoff. Teams finish setup and billing same day when fee details are added to the card.
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Overview
When deals close, your onboarding team needs fee detail in-context to start implementation without back-and-forth. This flow attaches fee lines to the onboarding card within minutes of close, enabling same-day setup and clearer billing handoffs.