Create links for sold items across project boards
Create links for sold items across project boards
Jobs marked sold on your main board lack linked references on partner boards, causing handoff delays and duplicate tracking. Link sold items to partner boards so coordinators get context same day.
Overview
Disconnected board entries after a sale create manual lookups and slow handoffs for coordinators. This solution creates board-relation links so teams immediately see unified item context, eliminating manual reconciliation and delivering linked records within minutes.