Create project intake records from deal stage changes
Create project intake records from deal stage changes
Your deals change stage without a project intake, leaving crews and coordinators lacking job context. It creates a standardized project row so your operations team can onboard jobs same day.
Overview
Deals that reach a project stage often stall without a formal intake, forcing coordinators to chase details. This flow creates a project row and logs a deal note so operations can onboard jobs and gather compliance paperwork same day.