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Create tracker records from matching inbound client emails

Create tracker records from matching inbound client emails

Your inbound client emails sit untracked in inboxes, leaving coordinators without a searchable log and slowing triage. They are captured into tracker rows so coordinators can triage and act same day.

Create tracker records from matching inbound client emails

Overview

Inbound client messages often live in individual inboxes, making it hard for program coordinators to triage and hand off work. Centralizing each matching message into tracker rows restores context and lets coordinators act and update status the same day.

Create tracker records from matching inbound client emails