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Create window project item when deal hits measurement

Create window project item when deal hits measurement

Your deals entering the measurement stage create no production task, leaving your team without site context and delaying measurements. Create items so coordinators can schedule measurements same day.

Create window project item when deal hits measurement

Overview

Deals that reach the measurement stage should move the work forward—not sit in limbo. This workflow converts those stage changes into production tasks with contact, address, regional assignee, and a project number so coordinators can schedule measurements the same day.

Create window project item when deal hits measurement