Ops managers: keep marketing hours tied to CRM accounts

Ops coordinators miss marketing hours when time entries don't reach the CRM, causing misattributed accounts. Create CRM marketing hour records from project time entries so ops can reconcile billing.

Overview

Misattributed marketing hours create billing headaches and unclear account profitability for operations and finance. This workflow turns every project time entry into a CRM marketing-hour record, eliminating lost hours and making billing reconciliation and reporting reliable for ops and finance.

Notable Features

Create CRM marketing hour records
Match time entries to accounts
Flag unmatched hours for review