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Create 98-day follow-up date for new closed contacts

Create 98-day follow-up date for new closed contacts

Your closed contacts lack a follow-up date, leaving onboarding and property check-ins unprepared. This adds a 98-day follow-up so ops and marketing can prepare outreach ahead of review.

Create 98-day follow-up date for new closed contacts

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Overview

Closed contacts without a scheduled follow-up make onboarding and guest check-ins inconsistent. This flow calculates a 98-day follow-up and writes it to the contact within hours of close, so ops and marketing can run timely outreach ahead of the review.

Create 98-day follow-up date for new closed contacts