Update deal with scope and building links for projects
Update deal with scope and building links for projects
New project deals often arrive without scope or building form links, stalling coordinators and estimators. Add links to the deal record automatically so teams can begin procurement and onboarding the same day.
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Overview
Deals for complex infrastructure projects often land without the necessary scope and building forms, forcing estimators to chase details. This workflow automatically adds project-specific, shortened form links to the deal so sales ops and project coordinators can begin procurement and onboarding the same day.