Create onboarding pod when deal reaches configured program
Create onboarding pod when deal reaches configured program
Your deals for the configured program often lack a shared onboarding workspace, leaving owners without files or context. Onboarding is ready same day because pods and CRM links are created automatically.
Overview
Deals that qualify for a program should trigger onboarding, not manual setup. Provisioning a pod and writing its link back to the CRM removes manual steps and hands onboarding a ready workspace the same day, accelerating handoffs.