Attach client record to scheduled gig for coordinators
Attach client record to scheduled gig for coordinators
Your gig records miss linked client contacts when CRM boxes change stage, leaving production without client details for shows. The workflow ensures your database has linked client context for event-day prep.
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Overview
When a gig moves into a production stage, your coordinators need client context immediately to prepare logistics and billing. This workflow links or creates client records and updates the central gig row so production has full client info by event day.