Create ops record from qualified deals and notify team
Create ops record from qualified deals and notify team
Your qualifying deals lack a central intake, delaying onboarding and assignment for new bookkeeping clients. Create a record and alert your ops coordinators so setup and outreach start same day.
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Overview
When qualifying deals don't surface to operations, onboarding stalls and clients wait for setup. This flow captures every qualifying deal into your intake tracker and pings coordinators immediately so setup and outreach begin same day.