Alert research and update sheet for missing call matches
Alert research and update sheet for missing call matches
Your call results sometimes return no match, leaving research requests untriaged and reps without context. It notifies your research channel and updates the intake sheet so requests are handled today.
Overview
Unmatched call results create blind spots for reps and slow down triage. This flow alerts your research channel and updates the intake sheet so coordinators can resolve requests the same day.