Sale-to-delivery hand-off
When a deal is won, a card is created on a project board.
Find it in ProjectBaser
- Workflows
- Templates
- Deal won: onboarding card and notification
/workflowsThe chain
From what it does to where it takes you.
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01
FeatureWhat it does
A ready template and a Create card action that hands the CRM record to a board.
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02
AdvantageWhy it beats the usual way
Sales and delivery share one app, so no one re-types the job.
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03
BenefitWhat you get
Onboarding starts the moment the deal closes.
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04
Promised LandWhere it takes you
The new client feels looked after from minute one, not after a dropped hand-off.
Try it yourself
Put Sale-to-delivery hand-off to work.
Boards for the work that follows the sale.