Create onboarding row and notify teams for product wins

Your deals that close for the configured product lack a tracked onboarding start, delaying kickoff and handoffs. Create an onboarding row and alert teams so setup begins the same day.

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Overview

Deals for your configured product often stall because onboarding depends on manual entries. This flow records the closed deal in your onboarding worksheet and broadcasts alerts to owners so coordinators can start setup the same day. That reduces manual handoffs and speeds first-touch execution.