Notify ops and route owners for new institutional contracts
Notify ops and route owners for new institutional contracts
You can't prep implementation when institutional contracts are created without owner context, delaying account setup. The workflow alerts owners and posts contract links so setup begins same day.
Overview
When institutional contracts are drafted without a routed owner, implementation stalls and opportunity records lag. This workflow posts contract context and routes ownership to program coordinators so setup can begin within minutes and records stay current same day.