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Create onboarding tasks when deal moves to won

Create onboarding tasks when deal moves to won

Won deals without a close date or tasks stall activation and billing readiness. Create tasks, set the close date, and alert stakeholders so activation begins same day.

Create onboarding tasks when deal moves to won

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Overview

Missed post-sale steps are the invisible source of slow activations and billing errors. This flow automatically records the close date, creates three owner tasks, and alerts your team so activation can start the same day.

Create onboarding tasks when deal moves to won