Project managers mark deals reviewed and log interactions
Project managers mark deals reviewed and log interactions
Project managers get report notifications that leave deal status drifting, causing missed follow-ups. It marks deals 'report reviewed' and logs interactions so coordinators follow up.
Overview
Missed follow-ups happen when report notifications don't update deal records, putting project milestones at risk. This workflow flips deals to 'report reviewed' and logs an interaction on receipt, so project managers and assessment coordinators always see current status and can act—customers report faster handoffs and fewer missed follow-ups.
Notable Features
- Mark deal status as 'report reviewed'
- Log interaction with report details
- Notify assessment coordinators of updates