Intent:
Be able to detect a project early and have a relationship which we internally could associate all other
contacts for a specific purpose. This is an association of not contact-to-contact an example would be referrals
or friends with an association of contact to project ID; which number began the process of who does what in the
project. This early detection allows us to begin collecting information and pursuing a project much earlier in
the process rather than waiting until we actual know where or who has the project.
Benefit:
It allows us to build a file structure by which we can all pivot from. It also allows us to interact
with the customer with a single intelligence based on the project folder.
Definition
A way of gathering info on contact, products, and stones for a specific purpose. Project ID allows you
to associate multiple contacts to a single objective. A project might be classified as a relationship that is on
going or just a single, specific revenue-generating project. An ID is assigned early on in the process without
the requirements of an address or location and serves as a form of file structure, or home, for the information
to make all other collations.