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Create onboarding project and support channel for closed deals

You lose activation momentum when closed-won deals don't spawn a project, channel, and support record. It creates the project and support workspace so operations can start activation same day.

Create onboarding project and support channel for closed deals

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Overview

Manual handoffs after closed deals cost time and delay activation. This flow creates a tracked onboarding project, opens a dedicated team channel, and seeds support records so operations and account teams can begin activation same day.

Create onboarding project and support channel for closed deals