Add industry consultant to deals when stage advances

Your deals in Preliminary Scope often miss consultant assignment, leaving project managers unclear during scoping. Assigned consultants give immediate ownership and enable same-day scoping readiness.

Overview

When deals hit your scoping stage without a named consultant, intake stalls and scoping calls lose momentum; this flow attaches a resolved consultant name to the deal so project managers see ownership immediately. That reduces handoff friction and supports same-day scoping readiness.