Send sales confirmation email to account managers after close

Closed leads often lack sales confirmation details, stalling account managers and AR. Deliver full sale summaries to account managers so onboarding and invoicing start within one business day.

Overview

When deals close, account managers and billing need a clean handoff; manual emails and missed fields delay onboarding and invoicing. This flow captures the closed-won lead and its sales confirmation, waits a brief handoff window, and delivers a single, structured confirmation so onboarding and invoicing can begin within one business day.