Marketing ops route won deals and start onboarding alerts

Marketing ops lose closed-deal details, causing misattributed campaigns and stalled onboarding. This marks leads client-active and posts sale summaries so ops and sales begin onboarding promptly.

Overview

Missed closed-deal details cause marketing attribution errors and delay onboarding. This workflow keeps CRM lead status accurate and broadcasts deal summaries to sales and ops, enabling faster handoffs and eliminating missed follow-ups.

Notable Features

Update lead status to client-active
Post detailed sale summaries to channels
Notify ops and sales for handoff