For intake admins: update conflicts checks in status sheet
For intake admins: update conflicts checks in status sheet
Intake admins in professional services lose conflicts check submissions, leaving case intake incomplete. It updates central contact and status rows for accurate intake.
Overview
Intake records that fall out of the master sheet create case intake gaps and missed follow-ups. This workflow ensures every conflicts check submission creates or updates contact and status rows in your central sheet, helping eliminate missed follow-ups and giving intake admins accurate records to start case handling.
Notable Features
- Add or update contact rows
- Create or update status entries
- Notify intake staff on changes