Project managers: Keep follow-up records ready for assignment
Project managers: Keep follow-up records ready for assignment
Project managers see ERC and NRC FRIPRO deals hit In review without follow-up flags, so assignments get missed. This flags follow-ups as 'To assign' on In review deals so operations coordinators can schedule work.
Overview
Missed follow-ups let In review ERC and NRC FRIPRO deals slip through and delay project starts. This workflow keeps follow-up records set to 'To assign' when deals enter In review, eliminating overlooked assignments and enabling operations coordinators to accept and schedule work with fewer manual handoffs.
Notable Features
- Mark follow-ups as 'To assign'
- Detect in-review ERC and NRC FRIPRO
- Notify operations coordinators for assignment