Update onboarding project page when partner deal advances
Update onboarding project page when partner deal advances
Your onboarding pages lose deal context when stage changes occur, leaving coordinators without launch dates or revenue. Coordinators receive accurate launch info same day.
Overview
Deals that advance without a populated project page stall onboarding and force coordinators to hunt for launch details. This flow fills the project page with deal context and posts a team alert, so program coordinators have launch-ready information the same day.