Update project and CRM names after project rename
Update project and CRM names after project rename
Your task tracker renames leave opportunity records, short links and drive folders mismatched. Keep names aligned so project managers and operations find links, files, and CRM records same day.
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Overview
Project title changes often break links, folders, and CRM records and slow down execution. This flow keeps project, CRM, Drive, and short-link names aligned so project managers and operations can find the right records and resume work the same day.