Attach onboarding checklist notes to each new deal record

Your new onboarding deals often lack standardized handoff notes, so setup steps are missed and activation stalls. The checklist gives coordinators a clear task list so work starts the same day.

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Overview

Deals entering onboarding without clear next steps delay activation and create avoidable rework for coordinators. This flow writes product-specific, pinned checklist notes into each deal so onboarding coordinators get consistent instructions and work can begin the same day.