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Create field project and attach project ID to opportunity

Create field project and attach project ID to opportunity

Your new opportunities often lack a field job record, leaving crews unprepared and delaying site setup. It creates a project with address and contact info so coordinators can mobilize crews same day.

Create field project and attach project ID to opportunity

Overview

Manual project setup after a sale creates handoff friction and slows crew dispatch. This workflow creates a field project and links its ID to the opportunity so program coordinators and delivery teams can mobilize crews the same day.

Create field project and attach project ID to opportunity