Alert project managers when new referrals lack a status update

Project managers miss new referrals with no status, causing assignments to stall. Alerts land in your project inbox and ping the responsible manager so referrals don't fall through.

Overview

Untracked referrals leave project managers chasing assignments and risk workloads stalling. This workflow routes unassigned referrals to the right manager and raises an actionable alert so handoffs happen quickly and missed follow-ups are eliminated.

Notable Features

Monitor new referral records continuously
Notify responsible project manager promptly
Escalate unassigned referrals to action channel