Create construction project record from closed sales deals
Create construction project record from closed sales deals
Your deals that set a project number leave operations waiting for a project record, blocking mobilization and procurement. Create the project and notify coordinators so planning starts same day.
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Overview
When sales confirms a project number, operations must provision a project shell immediately or mobilization stalls and procurement slips. This flow creates the project record, updates the CRM, and notifies coordinators so planning can begin the same day and avoid site delays.