Create onboarding project and tasks for won deals

When a won deal lacks onboarding tasks and files, your fulfillment work and billing get delayed. Get a project, tasks, folders, and customer record created automatically so work starts same day.

Overview

Closed-won deals should immediately become actionable work; when they don't, fulfillment stalls and invoices slip. This flow converts each won opportunity into a staffed project, tasks, shared folders, and a billing record so coordinators and billing can act the same day.