Send price list and create portal account for contact

You stall deals when price-list stage doesn't trigger account setup or notification, leaving reps without buyer access. This sends the price list and portal credentials so buyers get access same day.

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Overview

When deals hit the pricing-sent stage, your reps shouldn't waste time creating accounts or sending one-off emails. This flow provisions a portal account when needed and delivers the price list and credentials automatically, so buyers can access pricing and order tools same day.