Keep operations coordinators on top of paid fast-track intakes
Keep operations coordinators on top of paid fast-track intakes
Operations coordinators miss paid fast-track picks in intake forms, causing delayed billing. It creates CRM notes for fast-track selections so coordinators invoice and process them ahead of the queue.
Overview
Operations coordinators risk delayed billing when paid fast-track requests are missed in intake forms. This workflow writes a CRM note and alerts ops so fast-track requests get invoiced and processed ahead of the regular queue, eliminating missed follow-ups and speeding handoffs.
Notable Features
- Create CRM note on selection
- Flag paid fast-track requests
- Notify operations to invoice promptly