Update bid item title with deal and client
Update bid item title with deal and client
New bid items without clear titles make your estimators hunt for project and client context. Rename items automatically so estimators and project managers see deal and client details immediately.
Overview
When bids arrive without customer or project context, your estimators and project managers waste time hunting for details. This flow automatically names new bid records with the linked deal and client so teams locate context instantly and act the same day.