Keep operations coordinators on top of pledge changes
Keep operations coordinators on top of pledge changes
Operations coordinators miss pledge-change submissions in verification forms, causing processing delays and donor confusion. Create a board item for each change so ops can start processing right away.
Overview
Missed pledge-change requests create donor confusion and stall operations. Turning every verification-call form into a tracked board item gives operations coordinators a clear, actionable queue, eliminating manual intake errors and ensuring changes are processed reliably.
Notable Features
- Create board item from forms
- Notify assigned operations coordinator instantly
- Include original and new amounts