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Update won deal with project reference and note

Update won deal with project reference and note

You lose time when won deals arrive without a project reference or handoff note, leaving delivery unclear. That means projects and billing can start same day.

Update won deal with project reference and note

Overview

Closed deals often stall because delivery lacks a clear project reference and handoff note. This flow stamps a short project ID onto the deal, creates a CRM handoff note, and alerts operations so projects and billing can begin same day.

Update won deal with project reference and note