Keep active client roster current for project managers

Project managers lose closed accounts from the active clients report, causing revenue reporting gaps. This workflow adds each client on handoff so reports stay current for planning.

Overview

Project managers risk revenue reporting gaps when closed accounts never make it into the active client roster. This workflow turns handoff forms into client entries in your central report, eliminating missed client records and keeping planning aligned with current revenue.

Notable Features

Create client records from handoff forms
Append entries to central client report
Notify project managers of new clients