Health clinics: assign onboarding cases after closed-won deals

Sales ops lose standardized handoffs when closed-won opportunities slip through, causing onboarding delays and resource confusion for patient care programs. Ensuring ops start onboarding promptly.

Overview

Missed handoffs after closed-won deals create onboarding delays and resource confusion for patient programs. This workflow turns every closed-won opportunity into a high-priority OM assignment so operations and customer success receive a consistent, prioritized handoff. The result is clearer accountability, faster handoffs, and zero missed follow-ups.

Notable Features

Create prioritized OM assignment cases
Assign case owner by account rules
Notify operations and customer success