Mark proposal as won and start onboarding jobs

Accepted proposals aren't pushed to CRM or practice systems, so deals stay open and onboarding stalls. It updates the deal, creates or finds the client, and starts onboarding jobs so work begins same day.

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Overview

When proposals are accepted they often sit unrecorded across systems, delaying revenue recognition and onboarding. This flow marks deals won, creates or finds the client record, and kicks off onboarding so work begins same day and reps stay focused on high-value activity.