Send deal won alerts and delivery handover notifications

Won deals lack a consistent handover, leaving delivery and finance missing fee and deadline details. It posts a win to channels and updates the organization record so teams get handover context fast.

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Overview

When deals close, manual handovers often delay onboarding and billing. This flow posts a concise win summary to your delivery channel and updates the organization record, giving account managers and finance the context they need within minutes. That visibility accelerates handovers and helps start invoicing and onboarding faster.