Keep operations coordinators updated when new customers are handed off

Operations coordinators miss deal handoffs when partner pushes aren't recorded, causing duplicate outreach and rework. Mark deals as pushed so ops and sales avoid duplicate outreach.

Overview

Unrecorded partner pushes lead to duplicate outreach and rework that bog down operations. This workflow marks each deal as pushed to the calling partner and surfaces handoff status to sales and ops, creating a clear audit trail and preventing repeated outreach so teams can continue processing without coordination delays.

Notable Features

Update deal status on handoff
Notify sales and operations immediately
Create visible handoff audit trail