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For commercial ops: update account days of care in CRM

For commercial ops: update account days of care in CRM

Commercial operations analysts see Account days-of-care go stale in CRM, causing misprioritized outreach. Daily scheduled updates push recent care activity into Accounts so owners prioritize accurately.

For commercial ops: update account days of care in CRM

Overview

Stale days-of-care in CRM causes misprioritized outreach and blind spots in commercial reporting. This workflow keeps Account DoC current in the CRM so account owners have accurate activity to prioritize outreach. The result: clearer prioritization and fewer manual updates.

Notable Features

  • Write days-of-care to Account records
  • Run scheduled analytics query daily
  • Notify account owners on updates

For commercial ops: update account days of care in CRM