Project managers keep contacts active when projects kick off
Project managers keep contacts active when projects kick off
Project managers miss contact status updates when projects start, causing coordination errors and reporting gaps. This marks contacts Active after project events so managers have accurate records.
Overview
Stale contact status causes coordination errors and reporting gaps for project managers and account owners. This workflow flips contacts to Active when projects start and notifies owners, eliminating stale records and preventing missed handoffs. Customers report faster handoffs and cleaner project rosters.
Notable Features
- Mark contact records as active
- Notify project managers and owners
- Add project note to contact