Update project status to signed on deal close
Update project status to signed on deal close
Your delivery projects stay unchanged after a deal closes in CRM, creating onboarding delays and unclear owners. Marking projects signed gets delivery moving the same day.
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Overview
When deals close, unmarked projects stall onboarding and create extra coordination work. This flow flips the project to 'Signed' within minutes, so account managers and delivery coordinators can begin same-day onboarding and resource allocation.