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Set welcome email date on deal at project start

Set welcome email date on deal at project start

Your project starts lack a recorded welcome-email date, causing reps to miss scheduled onboarding messages. The workflow writes the task completion date to the deal so reps act same day.

Set welcome email date on deal at project start

Overview

Missing welcome-email dates slow onboarding and leave reps unsure when to reach out. This flow captures task completion and writes the date to the deal so reps have clear outreach timing and can act the same day.

Set welcome email date on deal at project start