Post new scoping request alerts to team channel
Post new scoping request alerts to team channel
Your scoping request rows sit unmonitored in the intake sheet, delaying consultant assignments and client onboarding. Get clear, contextual alerts so requests are triaged same day.
Overview
Stop relying on ad hoc sheet checks and ensure implementation consultants see scoping requests the moment they change. This delivers clear, contextual alerts so your team can triage and assign sessions same day, keeping onboarding on schedule.