Family services: keep consultation board aligned to CRM

Sales reps at family services orgs miss CRM deals, causing consultation handoffs to fail and client intake to stall. Create consultation board items from new deals so operations start handoffs quickly.

Overview

Sales reps and operations lose clients when consultation handoffs slip. Pushing new CRM deals directly into your consultations board assigns ownership and shares accurate intake info, eliminating missed handoffs so client intake moves forward.

Notable Features

Create board items from deals
Assign owner and pipeline stage
Notify operations of new consultations