Keep operations plan outreach flags accurate and visible

Operations coordinators fail to mark extension outreach after emails, causing duplicate contact and inaccurate reporting. This workflow flags plan records as outreach-sent so client services see accurate outreach status.

Overview

Unmarked outreach creates duplicate contact and unreliable reporting for operations. This workflow ensures every plan record reflects outbound outreach, eliminating repeat emails and giving client services a single, accurate source of truth.

Notable Features

Flag plan records after outreach
Prevent duplicate outreach attempts
Keep reporting status up to date