Create attorney follow-up schedule from prospect stage change
Create attorney follow-up schedule from prospect stage change
Your prospect stage updates lack scheduled attorney follow-ups, causing inconsistent outreach and missed cases. Outreach stays coordinated and visible same day.
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Overview
When prospects move into a follow-up stage, outreach often slips and case intake stalls. This flow stamps sequential follow-up dates and a visible follow-up flag on the prospect so intake coordinators and partners can act and outreach happens same day.