Create project task from each new client sales deal
Create project task from each new client sales deal
Your closed deals often lack a project task, forcing teams to recreate folders and billing records, which delays kickoff. The flow creates a project task and starts onboarding so work begins today.
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Overview
Manual project setup after a closed deal wastes account manager time and delays client kickoff. This workflow writes a standardized project code into the deal and spawns a titled project task so account teams can begin onboarding the same day.