Create BCBA assessment task from qualified sales deal
Create BCBA assessment task from qualified sales deal
You have deals moving to qualified with no scheduling task, so intake and BCBA in‑home visits go untracked. The workflow creates a single task for coordinators so visits get scheduled same day.
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Overview
Deals that move to qualified often stall because intake tasks aren't created, delaying in‑home BCBA visits. This workflow turns those stage changes into a single scheduling task with contact, phone, and geolocation so coordinators can book visits same day and eliminate handoff friction.