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Create kickoff task and assign owner from installation date

Create kickoff task and assign owner from installation date

Your opportunities' installation dates change without project handoff, causing missed schedules. Create kickoff tasks and schedule details so your delivery team can prepare ahead of installation.

Create kickoff task and assign owner from installation date

Overview

Deals that move to won with an installation date need an immediate, staffed handoff to avoid delays. This flow creates kickoff work and shares schedule details so delivery managers can staff and prepare within minutes of the update.

Create kickoff task and assign owner from installation date