Project managers keep event-start flags up to date
Project managers keep event-start flags up to date
Project managers miss handoffs when closed-won deals lack event-start flags. This flow sets Has Event Started for deals with event date today or earlier so ops know.
Overview
Missed event handoffs create staffing gaps and delivery headaches for project managers. This workflow ensures closed-won deals with today's or earlier event dates are flagged and routed to ops and PMs, removing manual checks and making active delivery visible.
Notable Features
- Set Has Event Started flag
- Compare event date to today
- Alert project managers and ops