Sales ops keep mandate records updated from client emails

Sales ops miss client upload emails, causing mandate status mismatches and missed follow-ups that stall handoffs. Automated updates write to the tracker and create an audit log so case owners act faster.

Overview

Missed client uploads create mandate mismatches that stall handoffs and force manual reconciliation. This workflow keeps mandate records and the central tracker aligned, alerts case owners, and preserves an audit trail so Sales Ops gets faster handoffs and zero missed follow-ups.

Notable Features

Update mandate rows instantly
Create searchable audit log
Notify case owners and sales ops