Create triage tasks for referrals missing verified email
Create triage tasks for referrals missing verified email
Referral submissions without a verified company email leave coordinators without referrer context and delay intake. It creates a triage task in your intake queue so staff can resolve cases same day.
Overview
Unidentified referrals shouldn't fall through the cracks and delay intake. This flow creates a triage task for any submission missing a verified company email so coordinators can research and resolve cases the same day, keeping your outreach schedule intact.