Help CTOs flag new executors for prompt calls

Operations coordinators miss new executor contacts, causing estate verification and closure tasks to stall. It flags executors and alerts backoffice so calls happen promptly and estates don't stall.

Overview

Unanswered executor contacts leave estates stalled and increase backoffice churn. This workflow flags new executors and notifies operations and backoffice so calls happen promptly, eliminating missed follow-ups and creating a clear audit trail.

Notable Features

Flag new executor contacts for follow-up
Alert backoffice and operations staff
Create call tasks in task tool