Create prioritized triage cards for RFP and 3P feasibility
Create prioritized triage cards for RFP and 3P feasibility
RFP and 3P feasibility requests land in CRM with no structured intake, leaving dates and owners unclear. It creates prioritized intake cards so campaign managers can triage work same day.
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Overview
Unstructured RFP submissions in your CRM create briefing delays and missed media windows; this flow converts each qualifying request into a formatted, prioritized intake card so campaign managers get brief-ready context within minutes. Implementing it helps your ops team triage and assign work same day and keeps launches on schedule.