Sales ops start onboarding when opportunities are closed-won

Sales ops miss handoffs when closed-won opps go unflagged, delaying patient program starts. This workflow creates a company record and flags onboarding so account teams start handoff quickly.

Overview

Closed-won opportunities that aren't flagged stall patient program starts and create poor onboarding experiences. This workflow ensures every closed-won account creates a customer-success record and sets an onboarding flag so account teams begin handoff without manual steps. Expect smoother activations, fewer missed handoffs, and clearer accountability for ops and onboarding.

Notable Features

Create customer success records
Set onboarding flag on accounts
Notify account teams instantly