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Create project closeout task when deal stage completes

Create project closeout task when deal stage completes

Your completed deals leave client projects unclosed and folders uncleansed, causing compliance and billing delays. Closeout tasks are assigned to coordinators so projects are archived within 30 days.

Create project closeout task when deal stage completes

Overview

Closed deals should trigger disciplined project wrap-up to avoid compliance and billing friction. This flow assigns a prioritized closeout task and archives the external project so coordinators complete handoff steps within 30 days.

Create project closeout task when deal stage completes