Project managers prevent mismatched client emails before onboarding
Project managers prevent mismatched client emails before onboarding
Project managers see form emails that don't match purchase records, creating duplicate client profiles. Alerts notify ops so admins can merge records before onboarding continues.
Overview
Project managers face stalled onboarding and duplicated client profiles when form emails don't match purchase records. This workflow routes mismatches to onboarding ops and creates reconciliation tasks for admins, ensuring reconciled client records and smoother handoffs.
Notable Features
- Send mismatch alerts to ops
- Compare form email to purchase record
- Create reconciliation task for admins