Create trade follow-up tasks and unprotect cash reminders
Create trade follow-up tasks and unprotect cash reminders
Your trade request form submissions lack triage, leaving follow-up tasks unassigned and cash protections missed. Coordinators get follow-up tasks and two‑week reminders to act before settlement.
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Overview
When trade requests arrive by form they often slip through without consistent triage, creating settlement risk and missed follow-ups. This workflow converts each qualifying submission into a dated follow-up activity and schedules a two‑week unprotect reminder so coordinators act before settlement windows.