Start onboarding and assign tasks after proposal approval

Sales reps miss approved proposals, causing onboarding delays and stalled revenue recognition. It marks the deal won, creates an onboarding task and logs approval so reps start onboarding sooner.

Overview

Missed proposal approvals create onboarding gaps and delay revenue recognition. This workflow marks deals won, creates the onboarding call task and logs approval details so reps begin client onboarding immediately, eliminating missed handoffs and ensuring a clean revenue handoff.

Notable Features

Mark CRM deals as won
Create onboarding call task
Log approval details to deal