Send flagged inbox messages to assigned stakeholder group
Send flagged inbox messages to assigned stakeholder group
Your flagged inbox messages lack routing, so urgent client emails sit untriaged and owners can't act. The workflow routes each message to mapped owners for quick triage and central visibility same day.
Overview
Flagged client emails can sit in personal inboxes and miss the right owner, delaying follow-up. Route those messages to mapped internal owners so paraplanners and advisers receive full message context within minutes for same-day triage.