Create vendor onboarding project when deal stage changes
Create vendor onboarding project when deal stage changes
Your vendor deals reach the portal stage without a project, leaving handoffs and owners unclear. Create the onboarding project and log it to your tracker so owners can start same day.
Overview
When a deal moves to the vendor portal stage, this flow removes manual project creation and routing, turning a handoff into an immediate, tracked onboarding project. Sales ops and implementation managers get a ready project and a tracker entry so owners can start tasks the same day.