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Create client project when deal reaches proposal stage

Create client project when deal reaches proposal stage

When deals move to Proposal Sent without a client workspace, onboarding tasks and contracts stall. Create the project and centralize contact details so your team can begin onboarding same day.

Create client project when deal reaches proposal stage

Overview

Deals that hit the proposal stage should become ready-to-start projects immediately, otherwise onboarding stalls and client momentum is lost. This workflow turns qualified deals into populated client workspaces automatically, so coordinators can begin onboarding the same day.

Create client project when deal reaches proposal stage