Update company profile with client quarterly reports link
Update company profile with client quarterly reports link
Your program records lack quarterly report links, so your support reps spend time locating files during triage. The link is added to the company profile so coordinators can retrieve reports same day.
Overview
Keep company profiles populated with the latest quarterly report links so support reps and program coordinators stop hunting for files while triaging. That reduces lookup time and ensures reports are accessible same day for case resolution.