Assign sequential project IDs when deals hit agreed scope
Assign sequential project IDs when deals hit agreed scope
Operations coordinators face missing client refs when deals hit 'Agreed Scope' and handoffs break. It generates sequential project ID plus client code so project managers use one traceable reference.
Overview
Operations coordinators lose clarity when agreed deals lack consistent references, causing handoff confusion and delayed starts. This workflow assigns a sequential project ID plus client abbreviation at 'Agreed Scope', eliminating missing references and giving project managers one traceable number. The result is smoother handoffs and far fewer manual lookups.
Notable Features
- Create sequential project IDs
- Generate client abbreviation codes
- Attach reference to deal record