Create tracked inbound email records for program coordinators
Create tracked inbound email records for program coordinators
Inbound client emails go untracked in inboxes, slowing coordinator triage. Centralize them into a timestamped log so coordinators can act same day before handoffs.
Overview
Inbound client messages often live only in inboxes, forcing coordinators to hunt for context and copy details into trackers. This flow captures and timestamps each message into your central worksheet so program coordinators can triage and update engagement status the same day.