Update project item with linked contact and phone
Update project item with linked contact and phone
Your new project items often lack linked contact info, leaving shoots and client outreach without owner context. Add contact name, phone, and a linked record so coordinators can act same day.
Overview
When projects are created without client contact info, shoot coordination and outreach slow down and require manual lookups. This workflow finds the contact, links their record, and fills phone and name into the project so coordinators can act the same day.