Keep software implementation project managers' job sites updated

Implementation specialists miss contact updates for select branches, causing install scheduling gaps and tracking blind spots. Create or update job site records for qualifying contacts so project managers track installs and completion.

Overview

Missed contact updates create install scheduling gaps and threaten smooth go-lives. This workflow keeps job site records current across your CRM and ops tools, eliminating manual handoffs so project managers schedule installs and monitor completion reliably. Customers report faster handoffs and fewer scheduling conflicts.

Notable Features

Filter contacts by branch and status
Create or update job site records
Notify project managers of changes