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Create kickoff project and assets from won opportunity

Create kickoff project and assets from won opportunity

You can't start delivery when an opportunity advances without a project and kickoff assets. Get a ready project plus files and tasks created automatically so delivery can begin same day.

Create kickoff project and assets from won opportunity

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Overview

When a qualified opportunity advances, this flow auto-creates the delivery project, copies training materials, and populates tasks so coordinators can act immediately. That removes manual handoffs and gets programs scheduled and resourced the same day.

Create kickoff project and assets from won opportunity