Project managers create BCBA assessment tasks from deals
Project managers create BCBA assessment tasks from deals
Project managers miss BCBA bookings when in-state deals lack client contact and location details, causing scheduling bottlenecks. Coordinators get geocoded address and contact info to schedule visits.
Overview
Project managers risk scheduling bottlenecks and missed BCBA visits when deals arrive without usable client location data. This workflow converts qualified in-state deals into project tasks with geocoded addresses and full contact details, giving scheduling coordinators everything they need to book assessments faster and eliminate manual handoffs.
Notable Features
- Create assessment tasks with details
- Attach geocoded address and contact
- Notify scheduling coordinators instantly