Keep project managers informed when refund status changes

Project managers miss customers when refund-sheet updates go unseen, causing confused customers and extra tickets. Notifications alert affected customers so finance avoids missed outreach.

Overview

Missed refund notifications frustrate customers and drive avoidable support work. This workflow ensures every refund update triggers outreach and a logged record, reducing missed follow-ups and protecting finance's customer experience.

Notable Features

Send templated refund notifications
Create contact records for tracking
Flag high-priority refunds for follow-up