Create job board item and capture client details
Create job board item and capture client details
Accepted proposals without a project card leave schedulers missing client contact and job address, delaying dispatch. Get a board item and client record created so work can begin same day.
Overview
Accepted proposals should start work, not more busywork. This flow creates the job card on your project board, captures client contact and address, and logs the lead so schedulers can act immediately and jobs start same day.