Log inbound emails to a shared tracking sheet
Log inbound emails to a shared tracking sheet
Your inbox holds inbound client emails untracked, leaving program coordinators without conversation history for triage. This creates a shared sheet entry so coordinators can triage same day.
Overview
Inbound messages that live only in an inbox delay triage and fragment case history. This flow centralizes each message into a shared log and writes updates to your tracker so coordinators can triage and act same day.