Help business owners capture intake and assign owners
Help business owners capture intake and assign owners
Business owners watch intake forms get missed, causing delayed starts and unhappy clients. Turn each form into standardized project records with dates, priority and owner so managers can begin triage.
Overview
Lost intake means delayed starts and unhappy clients; this workflow captures every submission and turns it into a complete project record so managers begin triage without manual entry. That removes manual handoffs, enforces consistent priorities, and reduces missed starts across operations.
Notable Features
- Create standardized project records
- Assign owners based on rules
- Notify managers to begin triage