Create or update WIP project records from closed deals
Create or update WIP project records from closed deals
Your won deals lack intake context in CRM, causing owners to miss start dates. Create or update WIP records so project managers can assign owners same day.
Overview
When deals move to pending or closed, project intake often stalls and owners don’t get start dates. This workflow captures deal details into your WIP tables and surfaces a record to project managers, enabling scheduling and owner assignment the same day.