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Create migrated policy contract and notify sales channel

Create migrated policy contract and notify sales channel

Your migrated policies arrive without recorded contract entries, leaving billing and sales teams lacking invoice context. Capture the contract and alert sales so billing can proceed same day.

Create migrated policy contract and notify sales channel

Overview

When a deal moves to closed-won, missing contract records and billing context stall invoicing and slow sales handoffs. This flow captures the policy reference, creates the downstream contract record, and alerts sales so billing can issue invoices same day.

Create migrated policy contract and notify sales channel