Project managers flag missing contacts from partner surveys

Project managers get partner migration surveys with no matching contact, creating orphaned records. Alerts add submitters to a review list and notify ops or sales so contact creation starts quickly.

Overview

Project managers risk orphaned migration responses that stall onboarding. This workflow flags every submission without a matching contact, queues the submitter for manual review, and notifies ops or sales so contact creation and follow-up start quickly, preventing missed handoffs and ensuring consistent onboarding.

Notable Features

Flag submissions missing contact info
Add submitters to review list
Notify ops and sales reps