IT admins send intake questionnaires to nominated contacts
IT admins send intake questionnaires to nominated contacts
IT admins see flagged applications go unnoticed, leaving coordinators waiting on collateral. This emails nominated contacts when status changes, so coordinators prompt third parties to complete intake.
Overview
Missed collateral outreach stalls assessments and burdens coordinators with manual follow-ups. This workflow sends questionnaire links to nominated contacts as records are flagged, removing manual email work and enabling coordinators to prompt third parties to complete intake, leading to faster handoffs and far fewer missed follow-ups.
Notable Features
- Send questionnaire links to nominees
- Find client and application records
- Mark application as questionnaire sent