Update project status notes with handover and kickoff dates
Update project status notes with handover and kickoff dates
After opportunity close, project notes lack handover context, so delivery teams miss kickoff timing. The workflow appends handover decisions and a SOW start date so teams see kickoff details same day.
Overview
Opportunity close often leaves delivery teams without kickoff context, which delays SOW starts and resource planning. This flow captures handover decisions and calculates a candidate SOW start date, appending both to the project record so solution delivery managers and coordinators have kickoff clarity same day.