Add new project contacts to central contact list
Add new project contacts to central contact list
Your new project contacts live only in project records, so coordinators miss timely outreach and handoffs. Adds those contacts to a shared list so schedulers can follow up same day.
Overview
When project intake keeps client contact details trapped in project records, coordinators miss outreach and schedules slip. This flow captures those contacts into a shared contacts table so your team can follow up and enable same-day scheduling and clean handoffs.