Send new win briefing email to assigned owner

Your won deals often arrive without a clear handoff, leaving CSMs unprepared for onboarding calls. CSMs get a focused customer summary so they can begin onboarding prep within minutes.

Overview

When deals close, CSMs need context instantly — not a fragmented record. This flow composes a clean buyer brief from the opportunity, delivers it to the assigned owner, and logs the handoff so onboarding can begin within minutes. It removes manual copy/paste and ensures consistent first-touch readiness.