Business owners: create projects when deals hit Proposal Sent
Business owners: create projects when deals hit Proposal Sent
Business owners see Proposal Sent deals stall onboarding and create duplicate client records. Pre-filled onboarding projects start when deals update, so operations avoid manual setup.
Overview
Manual project setup after Proposal Sent causes duplicate client records and onboarding delays. This workflow turns each Proposal Sent deal into a pre-filled project so operations can begin onboarding without manual setup, preventing duplicate records and ensuring predictable client starts.
Notable Features
- Create project from deal data
- Check for existing client records
- Notify operations with project details