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Create project from new opportunity for delivery kickoff

Create project from new opportunity for delivery kickoff

Your new opportunities don't create delivery projects, leaving program coordinators without a standardized kickoff and delaying setup. It creates a tied project so teams can start same day.

Create project from new opportunity for delivery kickoff

Overview

Deals often stall because a delivery project isn't created when an opportunity is entered. This flow guarantees a standardized, pre-populated project is created and linked to the deal within minutes, giving program coordinators a ready workspace to start same-day onboarding.

Create project from new opportunity for delivery kickoff