Keep project managers alerted to new client bookings instantly
Keep project managers alerted to new client bookings instantly
Project managers miss new bookings buried in inboxes, causing scheduling conflicts and dropped follow-ups. Centralized lead records and instant alerts ensure bookings are claimed and scheduled quickly.
Overview
Project managers lose momentum when bookings slip through inboxes, creating scheduling conflicts and handoff delays. This workflow captures every booking into a shared lead log and notifies the right people, driving faster handoffs and zero missed follow-ups.
Notable Features
- Capture bookings as lead records
- Notify sales and operations instantly
- Add entries to shared spreadsheet