Add inbound client emails to team tracking sheet
Add inbound client emails to team tracking sheet
Your inbound client emails are scattered across inboxes, making it hard for program coordinators to find context. It centralizes messages into a tracker so coordinators can act same day.
Overview
Inbound emails sitting in personal inboxes slow program coordinators and risk missed follow-ups. This flow centralizes those messages into your tracking sheet and updates the master row so coordinators can prepare and respond same day.