Create deals from license imports for sales reps

Sales reps importing licenses lose deals when opportunities aren't created for the right company, delaying onboarding. This creates a deal per license and links it to company for immediate onboarding.

Overview

Missed deals during license imports create onboarding delays and risk lost revenue. This workflow guarantees a deal is created and linked to the correct company so onboarding can start without handoff gaps and response times improve.

Notable Features

Create deal for each license
Link deals to matching company
Notify sales and onboarding owners