Mark valuation record as outbound ready for dispatch
Mark valuation record as outbound ready for dispatch
Your valuation records lack an outbound status after prep, causing manual follow-up and missed mailings. Records are queued as outbound ready so coordinators can dispatch same day.
Overview
Prep steps can leave valuations in limbo and create last-minute rushes for coordinators. This flow flags prepared records as outbound ready so operations gains a prioritized queue and documents get dispatched same day.