Create onboarding events from closed deals for teams

Your deal milestone dates change in the CRM, leaving onboarding calendars stale and handoffs unclear. Keep close, go-live and pilot dates on the shared onboarding calendar so teams see updates same day.

Overview

Deals with shifting close, tentative go‑live, or pilot dates break onboarding timelines and create scheduling chaos. This flow creates and updates onboarding calendar events so account teams see updated milestones same day and avoid last‑minute rushes.