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Create handoff records and send contract when won

Create handoff records and send contract when won

Won deals lack contracts, a sales log, or onboarding rows, stalling billing and customer success. Create the contract, mark the lead client, and add a tracker row so teams can onboard same day.

Create handoff records and send contract when won

Overview

Manual close handoffs creates friction between sales, billing, and customer success. This flow captures the win, issues the right contract based on deal size, updates the CRM, and logs a tracker row so billing and onboarding can act same day.

Create handoff records and send contract when won