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Create work intake row when proposal is accepted

Create work intake row when proposal is accepted

Accepted proposals aren't logged into work trackers, causing setup delays and missing job context for tax engagements. It creates intake rows automatically so coordinators can begin setup the same day.

Create work intake row when proposal is accepted

Overview

Stop leaving accepted proposals stranded in email or dashboards—capture them directly into your operations sheet so coordinators can act without waiting for manual handoffs. That means setups start the same day and billable work begins faster.

Create work intake row when proposal is accepted