Mark closed won leads and submit onboarding details

You get Closed Won entries lacking contact or program details, which stalls client onboarding. That data is pushed into marketing and operations so onboarding starts same day.

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Overview

Closed deals often arrive with incomplete coaching or program data, which delays onboarding and reduces early momentum. This flow marks the lead closed won, assigns a coach by email lookup, and pushes enrollment details to marketing so onboarding can begin the same day.