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Create project engagement when deals move to closed won

Create project engagement when deals move to closed won

Closed-won deals often lack project records, forcing coordinators to create onboarding tasks manually and delaying start dates. Create project engagements automatically so your team can start onboarding the same day.

Create project engagement when deals move to closed won

Overview

When a deal closes, your delivery team often waits for someone to manually create a project and task list. This flow converts closed-won deals into ready-to-run project engagements and links the project back to the CRM so your client services managers can begin onboarding the same day.

Create project engagement when deals move to closed won