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Archive closed deals from CRM for project coordinators before handoff

Archive closed deals from CRM for project coordinators before handoff

Your closed deals land in the CRM but remain active in shared project tables, causing duplicate work, missed handoffs, and billing confusion. Project coordinators get archived, clean records so handoffs finish before the next workday.

Archive closed deals from CRM for project coordinators before handoff

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Archive closed deals from CRM for project coordinators before handoff