Project managers keep new client profiles organized instantly
Project managers keep new client profiles organized instantly
Project managers lose purchased customer profiles when new records are misfiled, blocking onboarding. Profiles land in the right group so project managers can begin onboarding within minutes.
Overview
Project managers face onboarding gaps when purchased customers are misfiled. This workflow ensures every purchased customer generates a profile in the correct group, eliminating misfiled records and enabling project managers to start onboarding quickly. Expect fewer manual handoffs and consistent project intake.
Notable Features
- Create client profiles in group
- Assign new customers to owners
- Notify project managers on creation