Create contract board item from new CRM deal
Create contract board item from new CRM deal
Your deal record lacks a contract project, causing paperwork and scheduling delays for field mitigation jobs. This creates a contract board item so owners can begin preparation same day.
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Overview
Deals without a linked contract record slow down paperwork and delay field mobilization for mitigation projects. This flow creates a contract board item from each new deal and writes the board ID back to the deal so coordinators can start preparation the same day.