Create project record and folders from won deals
Create project record and folders from won deals
Won deals without project rows and folders create manual handoffs and delay site prep. It adds a project row and matching folders so coordinators can prepare paperwork and schedule installs same day.
Overview
Closed deals should trigger fast, consistent handoffs so a small installation team can act without chasing information. This flow writes the project row and provisions folders automatically, giving coordinators and installers what they need to prepare and schedule installs same day.