Alert client relationship managers when new projects arrive
Alert client relationship managers when new projects arrive
Client relationship managers miss new project alerts, delaying developer onboarding and threatening listing timelines. It notifies CRM so onboarding and developer contact start promptly.
Overview
Client relationship managers risk listing delays and unhappy clients when developer onboarding stalls. This workflow routes every new project to your CRM inbox and alerts the CRM team, eliminating follow-up gaps so onboarding and developer contact begin without delay.
Notable Features
- Notify CRM via email immediately
- Attach project and developer details
- Add project to CRM board