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Create prime customer outreach task from distribution form

Create prime customer outreach task from distribution form

Your distribution form responses flagged for prime outreach often arrive without an assigned task, delaying customer notifications. It creates prioritized tasks so coordinators notify prime customers before the upload date.

Create prime customer outreach task from distribution form

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Overview

When distribution submissions flag prime-customer outreach, tasks are created and routed to coordinators automatically. That removes manual triage and ensures prime customers receive notifications before the scheduled upload date.

Create prime customer outreach task from distribution form