Link new strategy call records to matching project
Link new strategy call records to matching project
Your strategy call bookings arrive without linked project context, forcing manual lookups that slow proposals and handoffs. Get calls linked to projects so managers have prep-ready context same day.
Overview
Missing project links on meeting rows force manual research and slow client follow-ups. This workflow connects new strategy call records to the right project so managers have prep-ready context and handoffs finish same day.