Create onboarding and follow-up tasks for won deals

When a deal moves into a service-signed stage, handover activities and scheduled follow-ups are often missing, delaying client kickoff and billing readiness. This creates kick-off, admin, and 12‑month check-in tasks so project managers have clear next steps same day.

Create onboarding and follow-up tasks for won deals

Create onboarding and follow-up tasks for won deals