Create time-tracking task from each new sales deal
Create time-tracking task from each new sales deal
Your new deals often lack time-tracking tasks, causing delivery teams to miss billable hours and delay start dates. You get tasks routed to delivery leads so time is logged same day.
Overview
When deals don't generate time-tracking tasks, delivery leads scramble and billable hours slip through the cracks. This flow creates and assigns ready-to-action time-tracking tasks automatically so delivery leads can log hours the same day and billing stays accurate.