Create onboarding deal and send migration welcome email
Create onboarding deal and send migration welcome email
Your migration invoice items lack a tracked onboarding record, leaving customer success without a kickoff task. Create the deal and send the welcome email so customers start onboarding within minutes.
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Overview
When a customer pays for migration, this flow creates a tracked onboarding deal and sends the correct welcome email immediately. That removes manual handoffs between sales and success and gets customers queued for kickoff within minutes.