Keep customer support ops projects populated for handoffs

Customer support ops often get projects missing customer or pricing info, stalling onboarding. Auto-fill customer, contact and pricing at project creation so support begins onboarding with context.

Overview

Incomplete project records stall onboarding and increase manual lookups for support ops. This workflow enriches projects the moment they are created so support begins onboarding with context, preventing handoff delays and chasing missing details. The result is fewer manual lookups and smoother, more consistent onboarding handoffs.

Notable Features

Populate customer and contact fields
Attach negotiated pricing to projects
Notify support ops of enriched projects