Start onboarding workflow for closed won enterprise accounts
Start onboarding workflow for closed won enterprise accounts
You miss setup context when closed-won opportunities and account onboarding status aren't routed to implementation. Start onboarding steps automatically so coordinators can begin setup same day.
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Overview
Ensure every closed-won deal that requires onboarding moves into implementation within minutes, not days. Removing manual handoffs gives implementation engineers the customer context they need so coordinators can start setup the same day.