Keep unqualified projects visible to project development coordinators

Project development coordinators miss projects flagged 'to create in sales system' that fail qualification, creating missed exceptions. Log exceptions to an internal tracker so they're visible.

Overview

Project development coordinators risk missed exception follow-up when projects flip to 'to create in sales system' without meeting qualification, creating blind spots and release friction. This workflow logs those exceptions into your internal tracker with status and notes and notifies coordinators, turning blind spots into actionable items so remediation starts quickly.

Notable Features

Create exception records with notes
Set project status and flags
Notify coordinator with record link