Update won deals with processed flag for sales
Update won deals with processed flag for sales
Your won deals lack a clear processed flag, leaving account teams unsure which require onboarding. Mark deals automatically so post-sale teams can begin handoffs same day.
Overview
When deals close, operations and account teams often scramble to know which ones need onboarding. This flow tags won deals automatically so post-sale staff can start handoffs immediately and begin onboarding same day.