For hospitality operations lead: add expected PC 6 dates
For hospitality operations lead: add expected PC 6 dates
Operations lead adding new customers misses PC 6 scheduling when close dates are blank, risking inconsistent onboarding and poor guest experience. It adds an expected PC 6 meeting date so staff start follow-up promptly.
Overview
Missing PC 6 dates creates inconsistent onboarding and hurts guest experience for hospitality operations. This workflow ensures every new customer record receives an expected PC 6 meeting date, eliminating missed follow-ups and giving ops a reliable schedule for handoffs.
Notable Features
- Calculate expected PC 6 date
- Populate contact meeting field
- Alert onboarding and operations staff