Create opt-out note and alert responsible owner immediately
Create opt-out note and alert responsible owner immediately
Your form feedback about attorneys refusing the mobile app leaves staff unaware and creates redundant outreach. It creates an internal opt-out note and alerts the owner for same-day record updates.
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Overview
When attorneys tell you they won't use the client app, your operations staff need clear context to avoid wasted outreach. This flow captures that feedback, surfaces an opt-out note, and gets the owner to update records the same day.