Keep project managers alerted when deals turn won
Keep project managers alerted when deals turn won
Project managers miss planner handoffs when won deals aren't shared, causing scheduling gaps and crews being unprepared. Automatic emails deliver job details to planners so crews get scheduled and logistics confirmed.
Overview
Project managers risk missed preparations and scheduling conflicts when won deals aren't routed to planners. This workflow delivers deal details to the planning inbox and creates planner tasks, turning handoffs into reliable, auditable steps. The result is faster handoffs and far fewer missed preparations.
Notable Features
- Send planning email when deal wins
- Attach job details and links
- Create planner task from each deal