Notify accounting and engagement teams on accepted grants

You miss prepping clients when accepted proposals for grants arrive without a clear owner or billing trigger. The team gets notified so onboarding and invoicing begin same day.

Notify accounting and engagement teams on accepted grants

Overview

Accepted grant engagements frequently stall when nobody is assigned and billing isn't triggered. With this flow, your accounting and engagement teams get an immediate alert so onboarding can be staffed and invoices issued the same day.

Notify accounting and engagement teams on accepted grants