Create and send family service agreement to contact
Create and send family service agreement to contact
Your qualified leads wait on Family Service Agreements, delaying caregiver start dates and manual follow-up. Send agreements automatically so coordinators can begin placements same day.
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Overview
Qualified leads need agreements in hand for placements to start, but manual sending creates delays and extra follow-up. This flow generates and delivers the Family Service Agreement within minutes of the qualification update so program coordinators can begin placements same day and avoid manual handoffs.