Keep operations coordinators aligned on new onboarding entries

Operations coordinators lose visibility when won deals go unlogged, causing missed handoffs. This logs wins to a central onboarding spreadsheet so coordinators start onboarding without missed entries.

Overview

Unlogged wins create operational gaps and stalled onboarding, risking missed deliverables. Capturing every won deal in a single onboarding spreadsheet and notifying project managers gives operations a single source of truth and eliminates missed handoffs so onboarding starts consistently.

Notable Features

Add won deals to spreadsheet
Notify project managers instantly
Create onboarding task for each deal