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Create provisioning tasks when trial deals update in CRM

Create provisioning tasks when trial deals update in CRM

Trial Opportunities lack a clear handoff, so provisioning requests go untracked. The workflow creates project items for sales ops and program coordinators to act on, enabling same-day kickoff.

Create provisioning tasks when trial deals update in CRM

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Overview

Turn stalled trial deals into actionable project requests so program coordinators can start setup immediately. That reduces handoff friction and ensures kickoff prep begins the same day for trial customers.

Create provisioning tasks when trial deals update in CRM