Create onboarding tasks and assign advisor for deals
Create onboarding tasks and assign advisor for deals
Signed sale agreements arrive without structured intake, scattering onboarding context and delaying handoff. Create issue entries with deal details so GTM ops and advisors can begin triage same day.
Overview
Signed agreements frequently land without structured intake, which slows onboarding and duplicates work; this flow converts each agreement into a tracked issue with full deal context and an assigned advisor automatically. That removes manual handoffs and gets advisors working the same day, improving time-to-triage.