Create client and project in Harvest from new engagement in Salesforce
Create client and project in Harvest from new engagement in Salesforce
Create clients and projects in Harvest when new engagement records are added in Salesforce. This boosts your project management efficiency and ensures timely tracking of client work.
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Overview
Create clients and projects in Harvest when new engagement records are added in Salesforce. This boosts your project management efficiency and ensures timely tracking of client work.