Send project proposal notice to primary contact promptly
Send project proposal notice to primary contact promptly
When your project moves to Proposed without the primary contact being notified, signatures and kickoff get delayed. The workflow notifies the contact so onboarding progresses the same day.
Overview
When projects hit the proposal stage without the right recipient being informed, signature windows and kickoff timelines slip. This flow puts a clear, templated notice in the primary contact's inbox within minutes so support ops can prompt sign-off and keep onboarding on track the same day.