Create support intake row for each new project
Create support intake row for each new project
Your onboarding projects lack a centralized support record, causing triage delays and missed schedules. Add entries to the support list so coordinators can triage and schedule same day.
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Overview
Onboarding projects that aren't visible to support cause triage delays and lost momentum. This workflow creates a single support list entry for every qualifying project and puts details in front of coordinators within minutes, enabling same-day triage and scheduling.