IT: Route qualifying deals into RFP project tasks

IT admins see stage changes but manual handoffs cause missed deadlines and onboarding gaps. This flow creates PM tasks with briefs, attachments, priority and due dates so delivery teams can start work.

Overview

Manual deal handoffs leave IT teams firefighting missed deadlines and onboarding gaps. This workflow turns qualifying deals into fully populated project tasks with briefs, attachments, priority and due dates, eliminating manual handoffs so delivery teams start work immediately; teams report faster handoffs and fewer missed RFPs.

Notable Features

Create RFP tasks with attachments
Map deal fields to custom fields
Notify assignees and set priority