Skip to main content

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.

Status: Accepted

Log in to comment and vote

No comments yet

Be the first to share your thoughts.