Add new client contacts to review outreach list
Add new client contacts to review outreach list
You miss timely reviews when new client records sit untagged in your CRM and outreach isn't started. You get review requests sent same day to new clients.
Overview
When new client contacts aren't enrolled for review outreach, feedback opportunities slip and outreach becomes inconsistent. This flow tags and pushes new client contacts into your review outreach list so program coordinators can send requests same day and preserve timely feedback.