Business owners: prevent incorrect deal support terms

Business owners see onboarding closure emails buried, causing missed deal support updates and wrong contract terms. Create follow-up tasks and deal cards so account managers fix support durations.

Overview

Onboarding closures that sit unread create incorrect deal terms at renewal. Turn every closure into a deal-linked task and board card so account managers correct support durations and prevent SLA mismatches. Teams report faster handoffs and fewer missed follow-ups.

Notable Features

Create deal-linked follow-up tasks
Add board cards with ticket summary
Assign tasks to deal owner