Outcome. The moment a renewal deal's owner changes, the new owner gets a handoff task and notification instead of quietly inheriting an account with no context.
Workflow map
Enrollment, branches and actions at a glance
renewal-expansion-032
flowchart TD
A[Deal owner changes on an open Renewal deal] --> B[Set Handoff Acknowledged = false]
B --> C[Create handoff review task for new owner]
C --> D[Notify new owner]
When to use it, when not to
- UseUse it whenever renewal deals move between reps: territory changes, promotions, parental leave cover, or attrition.
- UseUse it as a lightweight handoff signal, not a full account transition checklist; pair it with a manual handoff document for larger accounts.
- SkipDo not use it expecting existing open tasks on the deal to be automatically reassigned to the new owner. Workflows do not have a native action that bulk-reassigns another record's already-created tasks; see Known pitfalls.
- SkipDo not use it on deals outside the Renewal deal type if the goal is specifically renewal continuity; a general ownership-change notification for all deal types is a simpler, separate workflow.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.3 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
