Create onboarding project and tasks when deal stage changes

Closed deals don't create onboarding projects, leaving campaign tasks unassigned. Get structured onboarding projects with owner-assigned tasks so campaigns start same day.

Create onboarding project and tasks when deal stage changes

Overview

Deals that move to your configured stage often stall because onboarding work isn't created and owners aren't assigned. This flow generates a structured project with owner-assigned tasks so marketing ops and coordinators can begin campaign setup the same day.

Create onboarding project and tasks when deal stage changes