Create follow-up structural deal after pipeline stage update
Create follow-up structural deal after pipeline stage update
Deals entering construction stage often lack a follow-up record, scattering pricing and deadlines. The workflow creates a structural deal with price and deadline fields so teams can start work the same day.
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Overview
When a deal moves into the construction stage, missing follow-up records scatter pricing and delay starts. This flow creates a dedicated structural deal, fills price and deadline fields, and adds a task and note so project managers can begin work the same day.