Add calculated UC and offboarding dates for implementers before renewals lapse

Your onboarding form submissions arrive without scheduled follow-up dates, causing missed UC calls and late offboards. Implementation specialists get calculated UC and offboarding dates written to contact records so follow-ups happen before renewals lapse.

Add calculated UC and offboarding dates for implementers before renewals lapse

Add calculated UC and offboarding dates for implementers before renewals lapse