Alert operations coordinators to approved partner referrals instantly
Alert operations coordinators to approved partner referrals instantly
Operations coordinators miss approved partner referrals in the dashboard, causing delayed triage and lost partnership momentum. So partners see the approval in partner-approval channel.
Overview
Approved partner referrals get missed when they sit in the dashboard instead of the partner-approval channel. This workflow broadcasts every approval to partnerships and ops so referrals are noticed and triaged, reducing missed follow-ups and dramatically improving handoffs.
Notable Features
- Post approvals to partner channel
- Filter messages for partner referrals
- Tag approvals for priority triage