Assign Requests/Tasks to Team Members Based on Client Form Selection

Add the ability to automatically assign requests or tasks to a specific team member based on the client’s form submission. This would allow dynamic routing of requests to the appropriate team member, instead of relying on a predefined account manager per client. This feature would enhance flexibility in task assignment and improve workflow efficiency.

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Upvoters
Status

Accepted

Board

💡 Feature Request

Date

About 1 year ago

Author

Amresse Farrow

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