Set deal go-live date from completed project tasks
Set deal go-live date from completed project tasks
Your implementation task completions aren't synced to deals, leaving reps without launch context. Record the implementation ready date on the related deal so reps and revenue ops see readiness same day.
Overview
When post-sale tasks complete, deals often lack a visible go-live date and reps miss onboarding cues. This flow writes the implementation-ready date onto the deal so sales and revenue ops see readiness within minutes and can start onboarding the customer same day.