Keep support ops updated when sales deals are marked won

Support ops miss onboarding cues when opportunities remain open, delaying setups and risking churn. It keeps opportunity records current so support begins onboarding immediately with accurate handoffs.

Overview

Missed conversions leave support blind and delay onboarding, increasing churn risk. This workflow ensures opportunity records reflect conversion events and triggers onboarding work, eliminating missed handoffs and making first-touch handovers reliable.

Notable Features

Mark opportunities as won instantly
Notify support on conversion events
Create onboarding tasks for support