Create project item from won deals for onboarding
Create project item from won deals for onboarding
Your closed-won deals lack a project item, forcing owners to copy deal data manually and delaying onboarding. Create project items automatically so owners and billing can begin onboarding the same day.
Overview
Stop manual handoffs when deals close and get owners started immediately; this creates a project item with buyer context and assigns it to the right owner. Owners and billing see deal details and can begin onboarding and checks the same day.