Sales ops: flag live accounts and trigger handoffs

Sales ops miss live-account updates, causing onboarding handoffs to slip and jeopardizing go-live readiness. It flags updated rows to onboarding and ops, ensuring coordinated handoffs before go-live.

Overview

Missed live-account updates lead to delayed onboarding and risky go-lives. This workflow turns spreadsheet changes into visible, trackable handoffs—so sales ops and onboarding coordinate reliably and zero handoffs fall through the cracks.

Notable Features

Flag live accounts for handoff
Notify sales ops and onboarding
Create onboarding task when live