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Create 45-day client follow-up tasks for case managers before renewals lapse

Create 45-day client follow-up tasks for case managers before renewals lapse

Your updated client spreadsheet rows sit untriaged, causing missed 45-day check-ins and delayed billing handoffs. Case managers get a prioritized task and a chat alert so calls finish before renewals lapse.

Create 45-day client follow-up tasks for case managers before renewals lapse

Create 45-day client follow-up tasks for case managers before renewals lapse