Update won deals and create client onboarding board

Your won deals often miss onboarding fields and a project board, leaving delivery teams without context. Get updated deal records and a ready task board so teams can start client work the same day.

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Overview

Closed deals should flow into delivery without manual steps. This workflow standardizes the CRM handoff, enrolls the contact in onboarding lists, creates a project board, and alerts teams so work can begin the same day. IT can deploy it quickly to eliminate repetitive manual tasks and reduce handoff errors.