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Create project from new deal with sequential numbering

Create project from new deal with sequential numbering

When deals are created without linked projects, your project setup and billing stall and PMs lack context. Create standardized project entries and assign sequential numbers to finish handoffs same day.

Create project from new deal with sequential numbering

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Overview

Deals that don't provision projects create a choke point between sales and delivery; this flow removes the manual handoff. Projects are created with standardized names and sequential IDs so project managers can begin work the same day.

Create project from new deal with sequential numbering