Notify delivery team when contact becomes current client
Notify delivery team when contact becomes current client
You miss handoffs when contact client statuses change without notice, leaving engagement leads unprepared for onboarding and delivery. You get instant team alerts so onboarding starts faster, same day.
Overview
When client status flips without a clear signal, delivery teams lose momentum and onboarding stalls. This flow delivers an immediate alert to engagement leads so onboarding and resource allocation begin same day, keeping projects on schedule.