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Create fulfillment record and onboarding rows for customers

Create fulfillment record and onboarding rows for customers

Won deals lack a clear handoff, causing account managers and billing to miss start and payment info. This creates a fulfillment record and fills onboarding sheets so coordinators can start same day.

Create fulfillment record and onboarding rows for customers

Overview

When a deal is marked won, this flow hands the record to operations as a filled fulfillment object and populated onboarding rows. That eliminates manual handoffs and gets account managers and coordinators started the same day with payment and start details.

Create fulfillment record and onboarding rows for customers