Notify ops team when project number is missing
Notify ops team when project number is missing
Your deals moved into ops stages can lack a linked project record, leaving schedulers unable to plan or unarchive missing projects. Get clear alerts to the project team so issues are resolved same day.
Overview
Deals that land in ops stages without a linked project record block schedulers and delay inspections. This workflow alerts project managers within 30 minutes so teams can unarchive or create the missing project and keep schedules on track same day.