Send onboarding checklist to team for new deal

Your new deal in CRM lacks a coordinated handoff, leaving migration, billing, and contract tasks stalled. It notifies coordinators and posts a checklist so work starts same day.

Overview

New institution deals often stall because handoffs are informal and scattered across tools. This sends a prioritized checklist and regional owner mentions directly to your team channel so migration, billing, and contract tasks begin the same day.