Create client and project records from won deals

Your won deals don't create time-tracking projects, leaving PMs without budgets or assignments. Automatically provision clients and project records so teams can track hours and invoice promptly.

Overview

Manual project setup after deal close creates handoffs that slow production and delay invoicing; this flow provisions clients and phase-based projects straight from the deal. Account leads and project managers get budgets and assigned projects within minutes of deal confirmation so campaigns start on time.