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Create design project when deal enters design stage

Create design project when deal enters design stage

Your deals moved to design often lack linked design projects, causing manual creation and delayed site assessments. Design teams can start work same day after projects are created and linked.

Create design project when deal enters design stage

Overview

When deals move into the design stage without a linked project, coordinators spend time on manual setup and site visits get delayed. This flow creates the project and writes the project ID back to the deal, letting your design team begin work the same day.

Create design project when deal enters design stage