Assign sequential project number to contact and log
Assign sequential project number to contact and log
Your contact intake often lacks a project number, causing onboarding and billing delays. It assigns a unique project number and logs it so coordinators and billing staff have IDs same day.
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Overview
When contacts arrive without a canonical project ID, onboarding, handoffs, and invoices get delayed. This flow issues a single sequential project number, logs it centrally, and updates the contact so program coordinators and billing staff can act the same day.