Send new accepted engagement alerts to team channel
Send new accepted engagement alerts to team channel
You lose momentum when accepted proposals lack context, causing onboarding to stall and billing to be delayed. Deliver deal and service details to support ops so setup and invoicing begin same day.
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Overview
When accepted tax engagements don’t surface to support ops, client setup and billing slip. This flow delivers the accepted proposal and deal context into your team channel, so onboarding coordinators can act and start invoicing the same day.