Create onboarding epic and tasks from closed won deals

Closed-won deals missing line-item context leave onboarding teams without order details, stalling ERP mapping. It creates an onboarding epic and child tasks so teams can start activation same day.

Overview

Stop manual handoffs after close and give onboarding the context they need the moment a deal converts. This creates a prioritized onboarding epic and per-line-item tasks in your tracker so operations can begin activation the same day with full order detail.