Create onboarding task for new sales deals immediately

New deals arrive without a BID or handoff task, leaving coordinators without context and delaying setup. It creates a clean BID, task with deal context, and updates the CRM so work begins same day.

Overview

Manual handoffs for new deals are costing your operations time and creating inconsistent onboarding. This flow guarantees each new deal gets a sanitized BID and a ready task with context so your coordinators can start work same day and reduce setup delays.