Notify onboarding coordinators when new contract is signed
Notify onboarding coordinators when new contract is signed
Your closed-won deals fail to reach onboarding, delaying provisioning and kickoff preparation. The workflow alerts onboarding coordinators immediately so provisioning and scheduling begin the same day.
Overview
When deals close, onboarding needs full context immediately to start provisioning and schedule kickoffs. This flow delivers owner, account and deal context to your coordinators within minutes so setup and customer kickoff happen the same day.