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Create project record from paid order in ops tracker

Create project record from paid order in ops tracker

You can't start delivery prep when paid orders don't appear in your project tracker, leaving coordinators without purchase context. Get records populated and ready for scheduling within minutes.

Create project record from paid order in ops tracker

Overview

Paid orders that don't reach your project tracker delay delivery and stretch timelines. This flow logs every paid order as a project record and enriches it with lead context so coordinators can begin scheduling within minutes.

Create project record from paid order in ops tracker