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.
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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.