Create onboarding project from won opportunity for support
Create onboarding project from won opportunity for support
Your closed deals without a project record stall onboarding and make coordinators chase missing setup details. Create a pre-populated onboarding project so coordinators can begin setup the same day.
Overview
When deals close, manual project creation delays onboarding and forces coordinators into tedious copy-paste work. This flow creates a pre-filled onboarding project the moment a deal is marked won so your support ops team can start onboarding the same day.