Mark accepted proposals as done on projects board
Mark accepted proposals as done on projects board
When accepted proposals sit unrecorded, engagement setup stalls and billing readiness is delayed. You get immediate project status updates so teams can start onboarding same day.
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Overview
Accepted proposals often sit unrecorded and slow your onboarding and billing cadence. This flow updates the projects board the moment a proposal is accepted so engagement managers see new jobs and onboarding can begin the same day.