Create launch tasks for every newly won deal
Create launch tasks for every newly won deal
Won deals don't create delivery tasks, forcing account managers to add onboarding items manually and delaying order entry. Reduce manual handoffs so tasks are ready same day.
Overview
Manual handoffs after a closed deal create delays and missed billing windows. This flow turns a won deal into a ready-to-run project with tasks, approvals, and notifications so teams can start work the same day.