In Stage 3, what is created automatically if the conditions are met?

• A. Deal Team Case
• B. Client Closing Packet (CCP)
• C. Onboarding Case
• D. RFP

Answer: (A)

In this stage, the system uses automation tied to deal progression to get the right people started on the deal. When Stage 3 conditions are met, a Deal Team Case is created automatically. This acts as a centralized workspace for the deal team, pulling in the deal details, assigning responsibilities, and outlining the next tasks and milestones. It keeps everyone on the same page and speeds up coordination as the deal moves toward closer review and approval.

The other items aren’t created at this stage because they belong to different parts of the process. A Client Closing Packet is typically prepared later, around the closing phase, to document the final terms. An Onboarding Case is used after the client signs and is ready to start using the service. An RFP (request for proposal) is part of the early pursuit process, not something that’s automatically generated during Stage 3.