Create admin and QA phases for new deals
Create admin and QA phases for new deals
Your deals often miss admin and QA phases after scoping, causing unclear hours and skipped reviews. Create structured phases so project leads can scope and approve work the same day.
Overview
When deals enter scoping without formal phases, you get inconsistent hours and missed QA. This flow creates Admin and QA phase records and nudges the owner so project leads can scope and approve work the same day, reducing rework and billing surprises.