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Move to Closed Won
Ensure contract is totally signed, not just verbal
Take care of all of the financial stuff - make sure invoices are sent, accounting is notified, etc.
Introduce the CS manager
Lose a deal?
Accepting a
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new customer (CS)
🚧 A workflow should send the welcome email and schedule a call with them 🚧
Ensure the Launch Date (Contract Start Date) and Contract Renewal (End Date) is accurate.