Create project in awork, update opportunity in Close when opportunity status changes
Create project in awork, update opportunity in Close when opportunity status changes
Create new projects in awork when an opportunity in Close reaches a specific status, ensuring all relevant details are captured and the opportunity is updated, leading to faster project initiation and improved tracking.
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Overview
Create new projects in awork when an opportunity in Close reaches a specific status, ensuring all relevant details are captured and the opportunity is updated, leading to faster project initiation and improved tracking.