COOs in healthcare: mark new leads with day 1 status

COOs at hospitals watch patient leads get buried, risking missed outreach and lost admissions. This flow marks new leads with day 1 status and a start date so reps know who to contact first.

Overview

Patient intake falls behind when leads aren't labeled for day 1 outreach, costing admissions. This workflow stamps every new lead with a day 1 status and start date so reps prioritize first contact and missed day 1 follow-ups are eliminated.

Notable Features

Tag new leads as day 1
Set start date automatically
Alert assigned reps for outreach