Mark project board when lab test is ordered
Mark project board when lab test is ordered
Your project board often misses lab-test order status, causing coordinators to hunt contacts and miss scheduling windows. The board update keeps task status aligned so teams act same day.
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Overview
If lab-test orders live only in the CRM, coordinators waste time chasing status and appointments slip. This flow writes a contextual note and updates your project board so coordinators see orders and act within minutes, preventing scheduling delays.