Log inbound client emails to program tracker and update status
Log inbound client emails to program tracker and update status
Your inbound client emails stay in inboxes and aren't logged in the program tracker, leaving coordinators without follow-up context. It centralizes message details so coordinators can triage same day.
Overview
Inbound client emails often live only in inboxes, which leaves coordinators lacking context and delays follow-up. This flow centralizes message details into your program tracker so coordinators can triage and update records same day for clearer handoffs.