Create contact records on central project board for teams
Create contact records on central project board for teams
Your new accounting contacts aren't on the project board, so billing lacks client contact details. They are added or updated on the central board so teams have contact context same day.
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Overview
Stop losing contact context between accounting and project teams. This creates or updates contact rows on your central project board so office managers and project coordinators always have the client contact details they need, same day.