Create delivery task for won deals to project team

Your won deals often arrive without installation context or scope, delaying planning. Create or update a delivery task so coordinators can prepare and schedule work same day.

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Overview

Closed deals must hand off cleanly to delivery or installation teams, or scheduling slips and customer expectations suffer. This workflow turns every closed deal into a pre-populated delivery task and pins a CRM note with the task link so coordinators can act the same day.