Create closed deal handoff row for support team

Your closed opportunities lack a consistent support handoff, leaving onboarding coordinators without deal context for prep. This adds the deal to your handoff sheet so coordinators can act same day.

Overview

Closed deals must hand off cleanly so onboarding coordinators have context to schedule kickoff and prepare materials. This flow logs each closed opportunity into a single handoff sheet and surfaces deal details same day so coordinators can start onboarding without delay.