Update onboarding card and notify ops and shop teams
Update onboarding card and notify ops and shop teams
Your onboarding cards lack product SKU and deal context when deal properties update, causing missed prep and delayed handoffs. Keep cards current and notify coordinators so tasks begin same day.
Overview
When product SKUs land on a deal, onboarding cards can go stale and teams miss production windows. This flow refreshes the onboarding card and pings coordinators, so work can begin same day and handoffs stay on schedule.