Notify project managers when clients need RBT allocation
Notify project managers when clients need RBT allocation
Project managers miss assignment-ready clients when tasks move to set up, slowing RBT allocation. CRM pipeline updates reflect status so intake coordinators and PMs can allocate RBTs quickly.
Overview
Missed pipeline updates cause scheduling gaps and delayed client starts for project managers and intake coordinators. This workflow keeps the CRM aligned with project task status so assignment-ready clients appear in the pipeline and RBTs get allocated faster, eliminating manual handoffs.
Notable Features
- Update CRM pipeline on status change
- Notify intake coordinators instantly
- Tag clients as assignment-ready