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Create won opportunity from paid project document for sales

Create won opportunity from paid project document for sales

Your paid project documents aren't recorded as closed deals, leaving forecasts and billing without deal context. Update opportunity records so sales and billing act on won work same day.

Create won opportunity from paid project document for sales

Overview

When paid project documents don't flow into the CRM, pipeline and billing fall out of sync and forecasting stalls. This flow converts paid project records into closed opportunities so sales and billing teams see won deals and act on them same day.

Create won opportunity from paid project document for sales