Outcome. The moment a deal is marked Closed Won, the customer success owner gets a task and a notification, so no new customer sits in a gap between sales and CS.
Workflow mapEnrollment, branches and actions at a glance
flowchart TD
A[Deal stage = Closed Won] --> B[Set Onboarding Start Date]
B --> C{Onboarding Owner known?}
C -->|Yes| E[Create handoff task]
C -->|No| D[Rotate record to owner]
D --> E
E --> F[Send internal notification email]
F --> G[Add to Handoff Queue list]
When to use it / when not to
- Use it when sales and customer success are different people or teams and a clear handoff moment is missing today.
- Use it when the deal pipeline has one Closed Won stage that reliably means a signed, active contract.
- Do not use it if the same rep runs both sales and onboarding for a deal. Skip straight to a checklist, see customer-onboarding-003.
- Do not use it if you need a structured onboarding project record per deal. See customer-onboarding-005 (ticket-based) or customer-onboarding-038 (Enterprise custom object).
