Create intake board item for new sewer jobs
Create intake board item for new sewer jobs
New sewer jobs aren't getting added to the discount intake board, forcing manual entries and missed outreach. Create intake items automatically so coordinators can triage within hours.
Overview
Stop relying on manual copy-paste for new field jobs—ensure every sewer installation that matches your program lands on a single intake board. Coordinators and marketing ops will be able to triage and start outreach within hours, reducing missed discount opportunities and manual admin.