Update customer records from won board cards immediately
Update customer records from won board cards immediately
When deal cards move to your won list, customer coach and plan details can go stale or miss onboarding steps. Keep customer records updated so sales and onboarding act on accurate data within minutes.
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Overview
Won deals that aren't reflected in your customer database create friction between sales and onboarding. This flow writes card labels and last-activity data into the customer table so records stay current and handoffs happen cleanly within minutes.