Send order confirmation email and log deal note

Won deals often lack standardized order details, causing fulfillment delays and extra follow-up. Get confirmations sent to customers and a pinned deal note added for the sales team same day.

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Overview

Ensure every won deal becomes a clear handoff: customers get an immediate, nicely formatted order confirmation while your CRM gains a pinned note with line-item and payment details. That reduces buyer questions and enables same-day fulfillment handoff.