Create project record and board card from closed deal
Create project record and board card from closed deal
Closed deals don't create structured project records, leaving production without kickoff context. Add a master sheet row and a project board card so coordinators can start setup same day.
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Overview
Deal closes should hand off to production, not to more manual work; unfinished or missing project records delay launches and create rework. This flow turns closed deals into a master project row and a production board card so coordinators and backoffice staff can begin setup the same day.