Business supplies ops: notify account teams of new portals
Business supplies ops: notify account teams of new portals
Operations coordinators miss portal links from script forms, delaying onboarding and order fulfillment. Notifications post the portal link to ops and accounts so onboarding starts.
Overview
Missing portal links stall onboarding and can block order fulfillment for business supplies operations. This workflow delivers the portal link to operations and account owners and creates a review task, enabling faster handoffs and zero missed follow-ups.
Notable Features
- Notify operations and account owners
- Include portal link in notifications
- Create review tasks for onboarding