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Create waiting list follow-up tasks for qualifying leads

Create waiting list follow-up tasks for qualifying leads

Leads entering waiting-list status lack follow-up tasks and stall enrollment handoffs. It creates a draft follow-up task so coordinators can act with context the same day.

Create waiting list follow-up tasks for qualifying leads

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Overview

When opportunities flip to a waiting-list stage, enrollment handoffs often stall because no task exists. This flow creates draft follow-up tasks with lead context so coordinators have actionable items and can reach families the same day.

Create waiting list follow-up tasks for qualifying leads