Create awarded project entries from won sales deals

Won deals that don't reach your project list leave operations without scope or contact details, stalling fabrication. The workflow creates project and contact entries so teams can start prep same day.

Overview

When won deals never reach your operations list, fabrication and installation slip and teams scramble to collect missing details. This flow captures deal and contact data into your awarded projects list so project managers can begin preconstruction prep the same day and avoid mobilization hold-ups.