Project managers capture client call requests into central sheet
Project managers capture client call requests into central sheet
Project managers miss client call requests in forms, delaying onboarding. This workflow records submissions to a central sheet so project managers can start onboarding and schedule work.
Overview
Project managers risk delayed project starts and client frustration when intake slips. Centralizing call-request submissions into a single operations sheet eliminates lost entries and creates reliable handoffs so PMs can begin onboarding and schedule work with confidence.
Notable Features
- Create consistent intake records
- Add new submissions to spreadsheet
- Alert project managers on submissions