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Create project onboarding tasks and add client contact

Create project onboarding tasks and add client contact

Your won deals sometimes lack project setup and owner context, leaving delivery teams unsure about priorities. Get tasks and contact records created for each win so the team can start work same day.

Create project onboarding tasks and add client contact

Overview

Closed deals should flow straight into delivery, not sit waiting on manual setup. This flow creates tasks and centralizes contact information so project coordinators have assigned work and client context ready the same day.

Create project onboarding tasks and add client contact