Create follow-up reminder event for aging leads on calendar
Create follow-up reminder event for aging leads on calendar
Your aging lead records lack scheduled touchpoints, leaving coordinators unsure when to follow up. It creates calendar reminders for updated leads so coordinators have clear follow-ups within 48 hours.
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Overview
When lead records age without scheduled touchpoints, coordinators scramble and consult bookings slip. This flow turns updated lead records into calendar reminders so patient coordinators have assigned follow-ups and action happens within 48 hours.