Create enrolment progress review entries when tag is added
Create enrolment progress review entries when tag is added
Your enrolment records lack scheduled review dates after a contact is tagged, causing missed check-ins and delayed follow-up. Populate a form entry with review dates so coordinators can act same day.
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Overview
Tag-based progress scheduling stops coordinators from scrambling and ensures every enrolment has a full review timeline. This creates the enrolment record with computed review dates so your team can schedule and act the same day.