Send deal notifications to sales and onboarding channels
Send deal notifications to sales and onboarding channels
Your end-of-call reports often sit unread, losing sale context for onboarding. This posts signed-deal details to sales and onboarding so teams can begin setup within minutes.
Overview
When closers submit end-of-call reports, onboarding often waits for manual handoffs and setup slips. This workflow broadcasts signed-deal details into sales and onboarding channels so coordinators can start student setup and recognition within minutes.