Keep intake form statuses aligned across internal systems
Keep intake form statuses aligned across internal systems
Operations coordinators lose intake status updates, causing project card mismatches and processing delays. Intake statuses reflect signatures so ops can begin processing without delay.
Overview
Operations coordinators lose momentum when signed intakes don't update trackers, creating processing delays and referral mismatches. Connecting e-signature events to project boards and referral records keeps statuses aligned, enabling faster handoffs and zero missed follow-ups.
Notable Features
- Update project cards on signature
- Keep referral records current
- Alert ops to status mismatches