Add incoming client email to record and tracker

Your client emails sit in an inbox, hiding thread context and delaying handoffs for program coordinators. Centralize message records so staff can triage and follow up same day.

Overview

Inbound client messages often live only in individual inboxes, creating blind spots for account managers and coordinators. This flow captures those emails into a central tracker, timestamps them, and updates your team record so staff can triage and follow up same day.