Create onboarding task when deal reaches handoff stage
Create onboarding task when deal reaches handoff stage
Your deals entering handoff lack intake, leaving account managers without project context and delaying kickoff. It creates a delivery intake task with deal context so onboarding can start same day.
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Overview
When deals reach your handoff stage, manual ticketing slows delivery and risks missed kickoffs. This flow captures the deal and spins up a delivery intake task with full context so onboarding can start same day.