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Create project for paid opportunity and alert engineering

Create project for paid opportunity and alert engineering

When an opportunity moves to a paid stage without a linked project, your engineers lose kickoff context and work is delayed. Create a linked project and notify owners so delivery starts the same day.

Create project for paid opportunity and alert engineering

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Overview

Close the loop between sales and delivery so engineering can start work immediately when deals reach paid status. The flow creates a project, links it back to the opportunity, and pings the team so kickoff happens the same day.

Create project for paid opportunity and alert engineering