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Status Tracked
Workspace BC Connect
Categories Projects
Created by Guest
Created on Aug 7, 2025

RELATED IDEAS

Assign Sales Contact to a Builder

Problem Context

I have salespeople that are always attached to projects for a particular builder. When creating a project, i have to manually pick that salesperson for each project. This can sometimes get overlooked and will cause the project information to be incomplete.

Idea

Allow me to link the salesperson to the builder so the assignment happens automatically.
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