Move overdue agreement records through staged reminder steps
Move overdue agreement records through staged reminder steps
You manage applicant agreements without a staged reminder flow, so unsigned forms linger and delay onboarding. The workflow advances those records through reminder folders, keeping coordinators aligned within days.
Overview
Unsigned agreements routinely create manual follow-up and slow program starts; this flow advances records through a predictable reminder sequence automatically. Program coordinators regain time and the team sees final escalation or closure within the reminder window.