Salesforce PMs: Prompt to add hours after VCHF
Salesforce PMs: Prompt to add hours after VCHF
Salesforce project managers miss logging hours after VCHF meetings, causing inaccurate billing and forecasts. Instant reminders nudge PMs and engineers to add time so chargeable hours are captured.
Overview
Unrecorded meeting hours turn into missed billable time and noisy forecasts for IT services projects. This workflow turns VCHF event endings into immediate nudges for PMs and engineers, ensuring chargeable hours are captured and response times drop dramatically.
Notable Features
- Notify PMs and engineers instantly
- Link event to ticket lookup
- Add confirmation checkbox to message