Attach project record to newly created board item
Attach project record to newly created board item
New machine board items without project context force reps and schedulers to hunt for related orders. Add project references so sales ops see the related work immediately, same day.
Overview
Items created without project links leave reps and schedulers searching for context and slow down fulfillment. This flow attaches the correct project reference to each new board item so sales ops and schedulers have immediate context, reducing manual lookups same day.