Create onboarding case and notify owner when deal closes
Create onboarding case and notify owner when deal closes
Your Closed Won deals often lack an onboarding case, leaving handoffs untracked and kickoff delayed. It creates a case and notifies the owner so onboarding starts same day.
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Overview
Post-sale handoffs often fall through during the close process; this flow opens a tracked onboarding case and pings the owner so nothing is overlooked. That means sales ops and program coordinators can start onboarding same day and avoid manual chase-ups.