Update new project and opportunity records with short links
Update new project and opportunity records with short links
You add project and opportunity records with long, unwieldy resource links that clutter reports. Short links are written back to the record so teams can share and access resources same day.
Overview
Long reference links in new project records make updates and handoffs slower and reports harder to read. This flow shortens and writes back links so project managers and coordinators can share concise URLs and retrieve resources the same day.