Create onboarding item for new-logo wins missing PM hours

You win deals with no estimated PM hours, leaving onboarding intake incomplete and causing handoff delays. Coordinators can begin setup and schedule kickoff the same day.

Overview

Won deals that lack PM estimates often stall handoff — this flow creates a complete onboarding item the moment an opportunity closes-won so coordinators have the intake details without manual entry. That means kickoff tasks and scheduling can be started the same day, reducing setup lag and improving customer experience.