Product leads in architecture link partner admin contacts

Project managers at small architecture firms lose admin contacts on partner-labeled deals, causing onboarding delays and coordination confusion. This ensures account managers start coordination quickly.

Overview

Deals labeled for partners often reach project teams without the right administrative contacts, stalling onboarding and creating extra coordination work. This workflow keeps administrative contacts attached to partner deals so account managers and project teams can begin coordination quickly, eliminating handoff gaps and reducing friction during project kickoff.

Notable Features

Attach admin contacts to deals
Filter deals by partner label
Notify account managers about updates