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Create project from deal and link to CRM

Create project from deal and link to CRM

Your deals flagged to create a project lack a delivery workspace and kickoff context, delaying engineers and procurement. Create and link a project to the deal so teams can begin work same day.

Create project from deal and link to CRM

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Overview

Deals that don't spin up a delivery workspace delay mobilization and waste engineers' time. This flow creates a project from the deal flag and writes the project link back to the deal so project managers can start work same day.

Create project from deal and link to CRM