Create onboarding row for won deals in workbook

Your closed-won opportunities aren't captured in the handoff sheet, causing onboarding delays and missed setup steps. The workflow logs deals to the workbook so coordinators can start setup same day.

Overview

Manual handoffs after deal close slow onboarding and risk missed steps. This flow captures closed-won opportunity details in a shared workbook so onboarding coordinators receive complete records and can begin customer setup same day.