Post new sold lead details to coach chat rooms

Sold activities in your CRM lack coach-facing context, causing onboarding delays. Send full sale details to the assigned coach so onboarding can begin same day.

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Overview

When a sale closes, coaches need context immediately to deliver a smooth welcome and schedule onboarding. This flow posts full sale details directly to the assigned coach channel so onboarding and first outreach can start the same day. That reduces manual handoffs and keeps small teams responsive.