IT alert: notify partner ops on trade form completion
IT alert: notify partner ops on trade form completion
IT teams see completed trade forms go unnoticed, leaving partner operations unable to start processing and forcing manual handoffs. So partner ops can begin processing and avoid manual follow-ups.
Overview
When completed trade forms sit unread, partner operations can't begin processing and manual handoffs multiply. This workflow delivers partner-ready trade summaries and a submission link so partners start work without handoffs, eliminating missed follow-ups and keeping trade flow moving.
Notable Features
- Send partner-ready trade emails
- Include submission link in alerts
- Route high-priority trades to inbox