Keep project managers creating customer-code tasks on time
Keep project managers creating customer-code tasks on time
Project managers miss ERP customer-code entry when deals move into onboarding alignment, causing billing delays and handoff gaps. Create and assign the ERP task so billing aligns with sales records.
Overview
Billing setup stalls when customer codes aren't entered, creating onboarding bottlenecks for project managers. This workflow creates and assigns the ERP customer-code task to the account and project owner, eliminating manual follow-ups so billing stays aligned with the sales record.
Notable Features
- Create ERP customer-code task
- Assign task to account and project owner
- Notify and escalate unclaimed tasks