Set client waiver flag and alert coordination team
Set client waiver flag and alert coordination team
Waiver submissions can come from emails not in your client list, leaving records unflagged. It flags the client row and notifies coordination so records are accurate same day.
Overview
Manual waiver handling creates admin overhead and risks unverified participation that stalls outreach. This flow ensures waiver flags are applied to client rows and coordination is alerted within minutes, enabling same-day follow-up and clearer records for your small team.