Add outbound email to client activity log and tracker
Add outbound email to client activity log and tracker
Your sent client emails sit in inboxes, creating gaps in activity history and slowing coordinator handoffs. It centralizes outgoing messages and updates your project tracker for same-day visibility.
Overview
If outbound messages live only in inboxes, coordinators lose context and handoffs become manual and slow. This flow centralizes sent emails into a searchable log and updates your project tracker automatically, giving program coordinators same-day visibility into recent client interactions.