Create project and task in Motion for new intake cases in CASEpeer
Create project and task in Motion for new intake cases in CASEpeer
Create projects and tasks in Motion for potential clients when their case status changes to intake in CASEpeer. This ensures timely follow-up actions, improving client engagement and project management efficiency.
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Overview
Create projects and tasks in Motion for potential clients when their case status changes to intake in CASEpeer. This ensures timely follow-up actions, improving client engagement and project management efficiency.