Create onboarding tasks for opportunity products in project
Create onboarding tasks for opportunity products in project
When your opportunity product lines lack onboarding tasks, implementation handoffs become manual and delay kickoffs. Tasks arrive in the project workspace so delivery teams can begin setup same day.
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Overview
When a rep marks an opportunity for delivery, this workflow turns each product line into a project task so delivery teams receive clear work items immediately. That reduces manual handoffs and gets onboarding work started the same day.