Assign multi-year closed deals to operations for splitting
Assign multi-year closed deals to operations for splitting
Operations coordinators miss multi-year closed-won line items, leaving deals aggregated in the CRM. Tasks route deals to operations so coordinators split them into yearly CRM records.
Overview
Operations coordinators risk leaving multi-year closed deals aggregated in the CRM, complicating fulfillment and billing. This workflow routes multi-year closed-won deals to your ops board, creates split tasks, and notifies assignees—helping ensure each contract year is tracked and reducing manual follow-ups.
Notable Features
- Create operations tasks for multi-year deals
- Flag line items longer than 12 months
- Assign tasks to operations board