Create time tracking project and link it to deal record
Create time tracking project and link it to deal record
You get deals without linked time-tracking clients or projects, which delays onboarding and invoicing. The workflow creates the client and project and updates the deal so teams can begin work same day.
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Overview
Deals that close without client and project IDs force manual setup and slow billing and delivery. This flow auto-creates time-tracking clients and projects and writes IDs back to the deal, enabling project and billing teams to begin work same day.