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Create client accounting record and project task list

Create client accounting record and project task list

Closed deals without billing contacts or onboarding tasks stall invoicing and campaign starts. Create invoices, contacts, and onboarding tasks so billing and project teams can start same day.

Create client accounting record and project task list

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Overview

Disconnected billing and project setup after deal close forces manual handoffs and slows campaign launches. This flow converts a closed deal into a contact, invoice draft, and onboarding task list so billing and delivery teams can start work the same day.

Create client accounting record and project task list