Update project intake rows with categorized needs
Update project intake rows with categorized needs
Your intake rows miss standardized need tags, causing routing errors and slow handoffs for coordinators. It standardizes and updates intake fields so coordinators receive prioritized records same day.
Overview
Unstandardized intake rows force coordinators into manual clarifications and delay project starts; this build normalizes need selections and writes categorized fields back to the intake row. Coordinators then receive prioritized, ready-to-assign records the same day, reducing handoff friction and accelerating project kickoff.