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Create 90‑day follow up task for paused inquiry

Create 90‑day follow up task for paused inquiry

Enrollment inquiries come in with no scheduled follow‑up, stalling coordinator outreach. Tasks are created and assigned for a 90‑day follow‑up so coordinators can re‑engage prospects.

Create 90‑day follow up task for paused inquiry

Overview

When qualifying inquiry webhooks arrive, coordinators need clear, timed next steps instead of buried records. This flow creates and assigns a 90‑day CRM task within minutes and ensures outreach happens before the follow‑up window closes.

Create 90‑day follow up task for paused inquiry