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Update project record and link owner from pre-deal form

Update project record and link owner from pre-deal form

Your pre-deal form entries aren't linked to projects, so project managers lack owner context and kickoff is delayed. Link submissions to projects so owners are assigned and kickoff can begin same day.

Update project record and link owner from pre-deal form

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Overview

Intake forms that aren’t tied to projects stall kickoffs and obscure ownership. This flow links each pre-deal submission to the correct project and assigns an owner so kickoff tasks can proceed the same day.

Update project record and link owner from pre-deal form