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Create post-evaluation follow-up task and log prospect records

Create post-evaluation follow-up task and log prospect records

Your post-eval clients arrive without an assigned owner or next step, causing missed bookings and delayed care. Assign a follow-up task and add a prospect row so coordinators can reach out in 24 hours.

Create post-evaluation follow-up task and log prospect records

Overview

Create post-evaluation follow-up task and log prospect records