Send activation checklist emails for new cloud customers
Send activation checklist emails for new cloud customers
Your Cloud deals sheet updates can leave implementations without critical customer context for provisioning. The workflow sends the activation checklist to contacts so setups begin same day.
Overview
Manual handoffs after a closed deal often delay provisioning and frustrate customers; this flow sends the activation checklist and CCs the implementation lead automatically. That means onboarding teams receive what they need to begin setup the same day, reducing follow-ups and idle time.