Update program tracker and log inbound client emails
Update program tracker and log inbound client emails
Your inbound client emails to coordinators go unlogged, causing handoff gaps and delayed responses. It logs each message and updates the program tracker so coordinators see changes same day.
Overview
Stop losing context in inboxes: this flow captures each inbound client email into a central log and keeps your program tracker current. Coordinators get up-to-date engagement status same day, reducing missed follow-ups and manual work.