Write install date to opportunity when project completes
Write install date to opportunity when project completes
Your deployment projects marked completed don't update opportunities, leaving reps without install dates for onboarding and billing. Get accurate install dates in opportunities so teams act same day.
Overview
When deployment projects close without CRM dates, reps and finance scramble to sequence onboarding and billing. This workflow writes the install completion date to the opportunity within minutes of project completion, so reps can begin post-install outreach and billing same day.