Send placement file email to client contacts and team
Send placement file email to client contacts and team
Placement files hit the intake folder without alerts, delaying acknowledgments and slowing portfolio valuation. The workflow notifies recipients with link and instructions so confirmations arrive same day.
Overview
When a client placement file lands, project managers can miss it and acknowledgments get delayed, slowing valuation. This workflow emails the right contacts with the file link and instructions automatically so confirmations arrive same day and next steps can proceed.