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Create and update project records from closed deals

Create and update project records from closed deals

Your active license opportunities lack linked project records, delaying learner access and billing readiness for client engagements. Delivery teams can onboard clients same day ahead of scheduled starts.

Create and update project records from closed deals

Overview

Manual handoffs when deals become active licenses slow learner access and delay billing. This flow creates or updates the delivery project record automatically so program coordinators can onboard clients same day and finance receives billing-ready records before the next invoice run.

Create and update project records from closed deals