Create cancellation task for dropped members on team board
Create cancellation task for dropped members on team board
Your dropout-tagged contacts create manual triage and leave cancellations untracked. It creates a triage item for program coordinators to review and close the case same day.
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Overview
When members get a dropout tag, cancellations can fall through the cracks and require frantic manual work. This flow turns each dropout into a single triage item so program coordinators can review and resolve cases within the same day, reducing missed follow-ups.