Business owners keep account managers updated on projects
Business owners keep account managers updated on projects
Business owners lose track when project enrollments aren't flagged in CRM, causing duplicate onboarding and missed handoffs. It flags company records so account managers avoid duplicate onboarding.
Overview
Missed project enrollments create duplicate onboarding work and frustrated clients. This workflow keeps CRM company records flagged when clients enter your project tool, eliminating missed handoffs and letting account managers begin onboarding with confidence. Customers report faster handoffs and fewer duplicate tasks.
Notable Features
- Mark company records as enrolled
- Alert account managers of enrollment
- Prevent duplicate onboarding tasks