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For IT: ensure referral records stay current on ops boards

For IT: ensure referral records stay current on ops boards

IT admins see CRM referral updates miss ops boards, leaving site coordinators with outdated records. Create or update referral items from CRM so site coordinators have current details for triage.

For IT: ensure referral records stay current on ops boards

Overview

Referral updates that don't arrive on ops boards leave site coordinators triaging outdated records and risk missed handoffs. This workflow mirrors CRM referral changes to your operations board and notifies coordinators so everyone works from up-to-date referral details, enabling faster handoffs and zero missed follow-ups.

Notable Features

  • Create or update board items
  • Match referrals by unique ID
  • Notify site coordinators on changes

For IT: ensure referral records stay current on ops boards