Set lead to onboarding automatically after a deal closes
Set lead to onboarding automatically after a deal closes
Your opportunities move to closed without updating lead records, leaving reps and coordinators without handoff context. Get lead records aligned so onboarding can start same day.
Overview
Closed deals should trigger immediate handoffs, not manual status updates. This workflow updates the lead to Onboarding as soon as the opportunity closes, so onboarding coordinators get complete context and can begin work the same day.