Create time-tracking project from new AI deal records
Create time-tracking project from new AI deal records
New AI deal records arrive without linked projects, leaving consultants without a workspace or code. A time-tracking project is created automatically so project managers can begin capture same day.
Overview
Deals for AI services often enter the CRM without a linked project, leaving consultants and billing staff scrambling to set up tracking and codes. This flow creates billing-ready time-tracking projects from each qualifying deal so project teams can start logging time and billing activities the same day.