Create onboarding tasks from closed-won deals same day

Your closed-won opportunities often lack a consistent intake, delaying project setup and onboarding. This creates a provisioning item so coordinators can begin work the same day.

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Overview

Deals stall when onboarding waits for manual intake; that erodes revenue velocity and creates handoff friction. This flow converts closed-won opportunities into standardized provisioning items so onboarding coordinators receive complete intakes and can start setup the same day.