Create and update contact on milestone date change
Create and update contact on milestone date change
Your project's milestone date changes may not update contact records, causing onboarding gaps. Keep contacts and next follow-ups aligned so coordinators can act the same day.
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Overview
When milestone dates change, contact records and follow-up deadlines often fall out of sync and onboarding stalls. This flow creates or updates the contact and sets a next follow-up date so coordinators can start handoffs the same day.