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Create project row and assign PM from closed deal

Create project row and assign PM from closed deal

Your closed deals often lack a project record for install teams, causing scheduling and billing gaps. It creates and links a project to the opportunity so PMs can schedule installs same day.

Create project row and assign PM from closed deal

Overview

Closed deals should create immediate, actionable work for your install teams instead of manual handoffs that cause schedule slips and invoice delays. This flow creates and links a project record from each closed opportunity so program coordinators can assign and schedule installs same day, accelerating delivery and billing.

Create project row and assign PM from closed deal