Sales ops: add Top Projects item for launched deals

Sales ops miss handoffs when launched deals aren't tracked, delaying campaign launches. It adds qualifying deals to your Top Projects board so deal owners can begin launch coordination immediately.

Overview

Missed project handoffs delay campaign launches and risk lost ad revenue for online media sellers. This workflow turns qualifying deals into Top Projects items so deal owners and sales ops can start launch coordination immediately. Teams report faster handoffs and fewer manual errors.

Notable Features

Create Top Projects board items
Filter deals by stage and labels
Assign project owner from deal owner