Special projects coordinators: assign wellness inquiries to owners

Special projects coordinators miss inbound wellness enquiries in busy form queues, leaving leads unassigned and response SLAs at risk. So reps gain clear ownership and faster follow-up.

Overview

Wellness providers lose new clients when enquiry forms sit unassigned, jeopardizing intake and membership conversions. Turn every form submission into a tracked case with an assigned owner so reps follow up faster, reducing missed follow-ups and improving response visibility.

Notable Features

Create case from form submission
Assign owner using smart routing
Notify sales reps of new cases