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Create opportunity from signed deal for account teams

Create opportunity from signed deal for account teams

Signed project records often don't create tracked opportunities, leaving account managers without context and delaying campaigns. Create or update opportunities so teams can start onboarding the same day.

Create opportunity from signed deal for account teams

Overview

Signed projects that don't become tracked opportunities stall account handoffs and delay campaign launches. This flow converts signed records into assigned, sales-ready opportunities so account teams can begin onboarding and campaigns the same day, restoring momentum.

Create opportunity from signed deal for account teams