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Create campaign work item and link to deal

Create campaign work item and link to deal

You update a designated board column but campaign work isn't created with deal context. Teams get a ready campaign item, converted amounts, and an updated deal so work starts same day.

Create campaign work item and link to deal

Overview

Eliminate manual handoffs between sales and campaign teams by creating owner-specific campaign work items and updating the deal record automatically. Program coordinators receive a ready task with converted budget figures so work can begin the same day.

Create campaign work item and link to deal