Add completed jobs to customer review outreach list
Add completed jobs to customer review outreach list
You miss review opportunities when invoiced jobs aren't collected for outreach. It captures invoiced job customers into a review sheet so campaign managers can start outreach same day.
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Overview
When invoiced field jobs aren't tracked, review campaigns lose momentum and outreach windows close. This flow captures those customers into a single review candidate sheet and notifies campaign managers so outreach can begin the same day.