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Update project records when a bid is accepted

Update project records when a bid is accepted

Your accepted bids don't update linked projects, leaving delivery owners without context and delaying kickoff. It updates project stage to won and assigns owners so work starts same day.

Update project records when a bid is accepted

Overview

Manual handoffs after a bid is accepted create delays and lost context for delivery teams. This workflow updates the connected project stage and assigns an owner immediately, so sales and delivery can begin work the same day.

Update project records when a bid is accepted