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Create onboarding project and tracking row for new location

Create onboarding project and tracking row for new location

You miss handoffs when closed-won opportunities don't create onboarding projects, leaving setup unassigned. The flow creates the project and logs a tracking row so coordinators can start setup same day.

Create onboarding project and tracking row for new location

Overview

Manual project creation after closed-won deals wastes days and creates handoff risk for operations. This flow spins up a project and logs it to your tracker within minutes, so onboarding coordinators can start setup the same day and SLAs stay on schedule.

Create onboarding project and tracking row for new location