Notify sales and ops when proposals become customers

Sales reps lose visibility when accepted proposals create new customers, causing onboarding delays and stalled pipeline updates. Send alerts to sales and ops so onboarding starts immediately.

Overview

Accepted proposals that don't trigger a handoff create onboarding bottlenecks and risk stalled deals. This workflow routes every new customer to sales and operations, so account owners begin onboarding immediately and pipeline stages stay accurate. Customers report faster response times and zero missed handoffs.

Notable Features

Notify account owners and ops
Create CRM customer record
Advance deal stage in CRM