For customer support ops: keep outreach status current

Customer support ops miss outreach-status changes in CRM, causing duplicate invites and frustrated members. Master contact records update on eligibility changes so agents avoid duplicates.

Overview

Missed or duplicate outreach frustrates members and erodes loyalty for small wellness practices. Keep master contact records aligned with interview-eligibility flags to eliminate duplicate invitations and ensure support ops start the right outreach; customers report faster response times and fewer manual follow-ups.

Notable Features

Update master contact records
Prevent duplicate outreach attempts
Add outreach notes and status