Create new project in Harvest for existing client in Salesforce when opportunity is closed won
Create new project in Harvest for existing client in Salesforce when opportunity is closed won
Create new projects in Harvest for existing clients when opportunities in Salesforce are marked as closed won. Capture all relevant client and project details for faster onboarding and improved project management.
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Overview
Create new projects in Harvest for existing clients when opportunities in Salesforce are marked as closed won. Capture all relevant client and project details for faster onboarding and improved project management.