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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.

Mark project board when lab test is ordered

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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.

Mark project board when lab test is ordered