Update deal delivery date from won close date
Update deal delivery date from won close date
Closed-won deals missing delivery dates leave project managers without schedule context. Populate delivery date from closed-won timestamp so teams can start onboarding same day.
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Overview
When closed-won deals arrive without a delivery date, onboarding is delayed and handoffs become chaotic. This flow backfills the delivery date from the closed-won timestamp so project managers can begin onboarding same day and reduce handoff friction.