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Create offboarding deal and update contact spreadsheet row

Create offboarding deal and update contact spreadsheet row

Your deals entering offboarding lack a formal offboarding record, so coordinators miss steps. You get a created offboarding deal, contact flags, and a sheet update so work completes the same day.

Create offboarding deal and update contact spreadsheet row

Overview

When deals move to your offboarding stage, manual handoffs and scattered notes delay required deactivations and communications. This flow creates a tracked offboarding deal, links contact and company records, and updates your spreadsheet so coordinators can complete offboarding the same day.

Create offboarding deal and update contact spreadsheet row