Create client record from Closed Won deals for onboarding
Create client record from Closed Won deals for onboarding
Closed Won opportunities without a client profile slow sales ops and onboarding. Create or update the client record automatically so onboarding can start the same day.
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Overview
Closed Won deals often stall because there isn't a client record ready for onboarding; that delays setup and time-to-value. This flow creates or updates the client profile and notifies onboarding so setup can begin the same day.