Send new won-deal onboarding emails to admin team before handoff

Your won deals arrive in CRM without an admin-ready summary, causing onboarding delays and misplaced documents for billing and operations. Give admin and onboarding staff a single formatted handoff email with files so setup starts before the next workday.

Send new won-deal onboarding emails to admin team before handoff

Send new won-deal onboarding emails to admin team before handoff