Create onboarding tasks and mark deal as won
Create onboarding tasks and mark deal as won
You log discovery calls in CRM without linked onboarding tasks, causing handoff gaps. Create a project task and update the opportunity so coordinators start onboarding same day.
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Overview
Logged discovery calls often don't produce an immediate onboarding handoff, which leaves customers waiting and coordinators scrambling. This flow creates a work-ready onboarding task and updates the opportunity at the same time, so coordinators can begin onboarding the same day and every opportunity stays traceable.