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Create and link project contacts to central directory

Create and link project contacts to central directory

You get project contact submissions without directory links, forcing manual lookup and delaying onboarding. It creates or links contacts and alerts coordinators so records are ready same day.

Create and link project contacts to central directory

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Overview

Incoming project contact data often lacks directory context, which forces coordinators into manual lookups and slows onboarding. This flow automatically finds or creates directory records, links them to the project, and alerts coordinators so contact lists are accurate same day.

Create and link project contacts to central directory