Flag won deals with product checkbox for fulfillment

Won deals containing a configured product often miss fulfillment steps and cause installation delays. This flags those deals for coordinators so scheduling and confirmations occur same day.

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Overview

When closed deals include a sold product, fulfillment can learn too late and installations slip. This flow flags those deals in the CRM and nudges coordinators so equipment is scheduled and confirmations happen the same day. It turns missed handoffs into same-day actions.