Booking an Assessor
After completing the call to schedule, the client coordinator will receive a task titled ‘Book Consultant’.
Completing this task will create a new calendar appointment in Crunchwork for the job. Before completing the task, you must edit some information.
Click ‘Edit’ on the task to update the below fields.
Field | Purpose |
Due Date | The date that the consultant who is attending site. |
Due Time | The time that the consultant who is attending site. |
Internal Assignee | The name of the Consultant who is attending site. |
Contact | The name of the contact who will meet the Consultant onsite. |
After you book the consultant, the job will update to the next stage in the workflow found here.