Add won deal contacts to client list and log
Add won deal contacts to client list and log
Won deals missing from your client list delay marketing and onboarding for campaign managers. It adds the contact to your client list, logs the sale, and notifies acquisition so work starts same day.
Overview
When deals close, you need clean, timely client data for campaigns and onboarding — not manual entry. This flow captures won-deal contacts, logs sales to a sheet, and notifies acquisition so marketing and ops can act the same day.