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Create project and add project code to deal

Create project and add project code to deal

Your deals hit a billing stage without a linked project, leaving finance unable to invoice or plan work. Projects are created and deals receive a project code so billing and analytics proceed same day.

Create project and add project code to deal

Overview

Deals that reach billing stages without a project block invoicing and skew analytics. This flow creates the project, stamps the deal with a project code, and alerts finance so billing and reporting can proceed the same day.

Create project and add project code to deal