Project managers keep rosters updated when tests ordered
Project managers keep rosters updated when tests ordered
Project managers miss stool test tags, causing scheduling delays and missed test coordination. This workflow adds a CRM note and updates the project roster so project managers can schedule tests promptly.
Overview
Project managers risk missed test windows and frustrated clients when order tags never reach the project board. Tie CRM notes to your roster so order details and status travel together, eliminating scheduling gaps and enabling project managers to coordinate tests with zero missed follow-ups.
Notable Features
- Create CRM notes for test orders
- Add clients to project roster
- Notify project managers of orders