IT BAs: create field projects from scheduled opportunities

Business analysts lose kickoff visibility when opportunities hit Appointment Scheduled, causing handoff gaps. Creates a linked field project with contact and address so ops start kickoff without handoffs.

Overview

Missed handoffs between sales and operations delay service delivery and create rework for IT service teams. This workflow creates a linked field project the moment an opportunity reaches Appointment Scheduled, removing manual handoffs and ensuring ops begin kickoff with complete contact and address details.

Notable Features

Create field projects on stage change
Attach contact and address details
Update opportunity with project link