IT: create project-code request when deal enters code stage
IT: create project-code request when deal enters code stage
Operations coordinators miss project-code requests when deals hit code-request stage, causing setup delays and manual handoffs. IT generates a standardized request so codes are assigned before project setup.
Overview
Missed project-code requests stall project setup and drive manual rework for operations. This workflow ensures every deal that reaches the code-request stage generates a standardized request record, eliminating handoffs and enabling coordinators to assign project codes before setup. IT gains a consistent, auditable process that prevents setup delays and reduces manual follow-ups.
Notable Features
- Create standardized code-request records
- Route requests to operations queue
- Notify coordinator and link deal