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Create client project and tasks from booked deal

Create client project and tasks from booked deal

Your booked deals often arrive without client projects, folders, or billing, delaying launch work and invoicing. Create folders, tasks, and invoices automatically so teams can start work same day.

Create client project and tasks from booked deal

Overview

When deals reach the booked stage, marketing ops spends hours provisioning projects, folders, billing, and kickoff tasks. This flow provisions client records, project spaces, invoices, and task templates automatically so campaign managers can start work same day.

Create client project and tasks from booked deal