Create provisioning task when deal reaches fulfillment stage
Create provisioning task when deal reaches fulfillment stage
Deals that hit the configured stage leave provisioning untracked, delaying phone activation and onboarding. The workflow creates a provisioning task so coordinators can finish setup the same day.
Overview
Manual handoffs from deals to fulfillment slow activations and frustrate clients. This flow turns a configured deal-stage change into a standardized provisioning task for support coordinators. That removes manual re-entry and gets phone accounts activated the same day.