Move onboarding deal to review and assign owner
Move onboarding deal to review and assign owner
Signed onboarding forms can leave CRM deals in the wrong stage, causing manual triage. It updates deal stages and assigns owners so onboarding proceeds within minutes.
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Overview
Signed onboarding documents often sit unprocessed, forcing operations into manual deal updates and slowing account handoffs. This flow captures submissions, updates CRM deal stage, and assigns the right owner so onboarding advances within minutes.