Project managers keep operations contacts on new leads
Project managers keep operations contacts on new leads
Project managers lose lead ownership when new leads have no ops contact, stalling onboarding. Adds an ops contact to each new lead so coordinators start onboarding without gaps.
Overview
Project managers risk stalled onboarding and ownership gaps when leads arrive without an operations contact. This workflow ensures every new lead has an assigned ops contact, enabling coordinators to begin onboarding without interruptions and reducing missed assignments.
Notable Features
- Add ops contact to new leads
- Check existing contacts before creating
- Notify project manager of assignment