Create project tracker entry from deal stage changes
Create project tracker entry from deal stage changes
Your launch deals change stage without a linked project record, scattering tasks and owner context. Add launch context to the tracker so program managers can assign work same day.
Overview
When launch-stage deals change status, program managers often lack a single project record to coordinate tasks, causing handoff delays and missed prerequisites. This flow creates tracker entries minutes after a stage change so owners can assign work and start preparations same day.