Project managers get prebuilt folders for new deals
Project managers get prebuilt folders for new deals
Project managers creating Smart Project opportunities lose documents and miss kickoff readiness when folders and proposals aren't created. It creates a project folder and copies the proposal so project managers start work faster.
Overview
Project kickoffs stall when folders and proposals arrive late, risking missed deadlines and duplicated work. This workflow provisions a ready project folder, copies the proposal template, and links both to the opportunity so project managers start work faster and teams report fewer lost files.
Notable Features
- Create project folder on opportunity
- Copy and rename proposal template
- Attach folder link to opportunity