Business owners stop service gaps on dual intakes
Business owners stop service gaps on dual intakes
Business owners see BOTH-marked dual intakes become one record, causing service actions to be missed. Duplicate the intake into two service-specific records so coordinators pick up tasks without gaps.
Overview
When dual-service intakes collapse into a single record, service actions get missed and client experience suffers. This workflow creates distinct service-specific intake items so coordinators receive clear assignments and no requests fall through, and operations leaders report smoother handoffs and fewer missed actions.
Notable Features
- Create separate intake records
- Assign each record to coordinator
- Notify service teams of new items