Sales to Onboarding Handoff

Private

Create agent

Hand new customers from Sales to Onboarding

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Private

When

Fires when any deal moves to a closed stage, initiating the Sales to Onboarding handoff workflow.

Find

Workspace CRM records

Then

Creates a handoff note on the closed deal documenting customer details, deal context, and onboarding requirements for the Onboarding team.

Scope

Read workspace CRM recordsWrite notes on CRM recordsCreate tasks on CRM records

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