Create onboarding CS deal and move sales deal
Create onboarding CS deal and move sales deal
Your signed sales deals require manual copying to start onboarding, causing setup and billing delays. Create a CS onboarding deal and move the sales record to invoice pending so work begins same day.
Overview
Signed deals often stall when reps must copy details manually into onboarding, delaying setup and billing. This flow creates a ready CS deal, adds the setup link, and advances the sales record to invoice pending so CS and billing can act the same day.