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Create project number and kickoff task from deal

Create project number and kickoff task from deal

Qualified deals without intake leave production stalled and tasks unassigned. It creates a numbered project record, shared folder, kickoff task, and CRM update so producers can start the same day.

Create project number and kickoff task from deal

Overview

When deals convert you need immediate, organized project intake so production doesn't stall. This flow provisions a numbered project record, shared folder, kickoff task, and CRM update so producers can begin the same day.

Create project number and kickoff task from deal