For IT: Keep sales pipeline updated when onboarding booked

IT admins see 'Onboarding Booked' leads leave opportunity status stale, causing reps to miss onboarding priorities. Automated updates align opportunity status so reps prioritize onboarding handoffs.

Overview

Stale opportunity status forces reps into manual checks and risks delayed onboarding handoffs. This workflow ensures opportunities reflect 'Onboarding Booked' leads so IT preserves pipeline accuracy and reps see onboarding-ready deals, eliminating manual status chasing.

Notable Features

Update opportunity status on lead creation
Notify assigned rep of changes
Create opportunity when none exists