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Create or link client records from time entries

Create or link client records from time entries

Your time entries lack linked client records, causing billing and reporting ambiguity. Link or create client reference records so your marketing ops team has same-day context.

Create or link client records from time entries

Overview

When time entries lack client links, campaign attribution and daily reports slow down and require manual fixes. This flow creates or links client records automatically so marketing ops and campaign managers get correct client context by the end of the day.

Create or link client records from time entries