Create project record and kickoff channel for new projects
Create project record and kickoff channel for new projects
Accepted proposals often lack a tracked project record or team channel, delaying kickoff and billing. This creates the intake record, sheet entry, and channel so work starts same day.
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Overview
Manual handoffs after proposal acceptance slow delivery and create billing friction. This flow turns an accepted proposal into a structured project record, billing row, and staffed channel, so delivery and accounting can begin the same day and sales keeps momentum.