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Set opportunity stage to ops onboarding on flow start

Set opportunity stage to ops onboarding on flow start

Your opportunity records lag when the client onboarding flow starts, leaving project coordinators without handoff context. Operations can schedule teams and begin onboarding same day.

Set opportunity stage to ops onboarding on flow start

Overview

Handoffs from sales to operations are the busiest moment for project coordinators; if opportunity records don't show onboarding has started, teams stall. This flow updates the CRM stage as soon as the onboarding flow begins, so operations can schedule crews and start onboarding the customer same day.

Set opportunity stage to ops onboarding on flow start