Delivery leaders in consulting: set deal start and end dates

Account executives miss start and end dates on deals, causing onboarding misalignment and kickoff delays. This adds start and end dates on creation so delivery managers get consistent timelines and clear handoffs.

Overview

Missed or blank deal dates lead to misaligned onboarding and delayed project kickoffs for consulting delivery. This workflow ensures every new deal includes start and end dates at creation, giving delivery managers consistent engagement timelines and eliminating manual chasing for kickoff details.

Notable Features

Populate start and end dates
Apply pipeline-specific rules
Validate duration before updating