Create project tracker entries from qualifying new deals

Your new CRM deals lack standardized intake fields, leaving project managers without scope or start dates. It creates structured intake rows so your team can triage and assign resources same day.

Overview

When qualifying deals enter the CRM without project context, your delivery teams can’t prepare and kickoffs stall. This flow captures deal context into a shared intake table and routes items for same-day triage, so project managers can assign resources before kickoff.