Keep ops coordinators on top of Configure-stage deals

Operations coordinators miss onboarding tasks when deals move to Configure. It creates a setup and documentation activity when deals hit Configure, so onboarding starts and momentum continues.

Overview

Onboarding momentum stalls when Configure-stage deals don't have a setup task; missed handoffs create implementation delays. This workflow guarantees a setup and documentation activity for every Configure deal, eliminating missed handoffs so coordinators begin onboarding and projects keep moving.

Notable Features

Create setup activity on Configure
Attach onboarding checklist to activity
Notify assigned coordinator via email