Engineering: prevent onboarding stalls on stage change now

Engineering leads in education miss dossier sends when deal stages change, stalling onboarding and risking intake delays. Deliver dossiers on stage change with followup so managers start onboarding.

Overview

Missed dossier deliveries stall student onboarding and risk delayed intake for education providers. This workflow sends dossiers when deal stages change and issues a three-day reminder if there's no progress, eliminating missed follow-ups so account managers begin onboarding promptly.

Notable Features

Send dossier on stage change
Trigger three-day reminder if unchanged
Update deal record with delivery