Create project record from closed-won deal for delivery
Create project record from closed-won deal for delivery
Your closed-won deals don't create projects, leaving delivery without billing context. It creates project records and a logged entry so delivery and billing can start work same day.
Overview
When a deal closes, delivery and billing should not wait for manual setup. This flow creates the client project and logs it so your delivery team can start audits and time tracking the same day, eliminating setup delays.