Send new inquiry alerts to team channel for intake records
Send new inquiry alerts to team channel for intake records
New inbound intake records can sit untriaged, leaving program coordinators without context and delaying referral responses. The workflow alerts the right team so outreach begins within minutes.
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Overview
Intake records that sit untriaged slow down referrals and frustrate coordinators. This flow brings qualifying inquiries straight to the right team channel so your coordinators see context and begin outreach within minutes.