Skip to content
Create consultant annual review folders for program coordinators before renewals lapse

Create consultant annual review folders for program coordinators before renewals lapse

Your annual review events lack consultant folders, causing scattered files and billing delays. Program coordinators receive year and prior folders so billing has files before next billing run.

Create consultant annual review folders for program coordinators before renewals lapse

Workflow preview:

Zap details:

Create consultant annual review folders for program coordinators before renewals lapse