Create onboarding issue from priority deal and notify team
Create onboarding issue from priority deal and notify team
Priority deals moved to new-customer stage leave onboarding without a tracked ticket or context. Create a ticket and ping the onboarding channel so coordinators can start setup within minutes.
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Overview
Priority deals that need onboarding often stall without a tracked ticket, delaying setup and consuming coordinator time. This flow creates a ticket, alerts the onboarding channel, and writes the issue reference back to the deal so coordinators can begin work within minutes.