Add won customers to onboarding and nurture list

Closed-won deals not added to post-sale lists leave onboarding without contact details. This pushes the customer into your post-sale nurture list and starts onboarding outreach same day.

Overview

When deals move into your configured won stage, contacts are automatically added to your post-sale nurture list so onboarding begins without manual steps. That eliminates one-off tagging work and gets welcome outreach sent the same day.