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Create follow-up project deal and notify team on closed won

Create follow-up project deal and notify team on closed won

Your closed deals don't produce a scoped project record, leaving project managers without billing context. You get a follow-up deal and team alert so intake finishes same day.

Create follow-up project deal and notify team on closed won

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Overview

Closed deals should drive immediate project intake, not sit in inboxes. This workflow creates a scoped follow-up deal, standardizes financials and dates, and notifies your project coordinators so handoff completes the same day.

Create follow-up project deal and notify team on closed won