Create proposal-stage project task from new incoming deal
Create proposal-stage project task from new incoming deal
When proposal-stage deals arrive without tasks, your partnership projects stall and onboarding milestones slip. Create a task with deal context so project coordinators can start work same day.
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Overview
When deals reach the Proposal stage you need project work to begin immediately to avoid delayed launches. This flow turns a Proposal-stage deal into a fully populated project task and pings owners, so coordinators can start work the same day and handoffs happen cleanly.