Schedule staged attorney follow-ups on prospect records in CRM
Schedule staged attorney follow-ups on prospect records in CRM
Your prospects moved to a pending rejection status often slip without scheduled attorney follow-up. It schedules staged follow-ups so intake staff reconnect within 15 days.
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Overview
When prospects are moved into a pending or rejected status, follow-ups are easy to miss and potential cases go cold. This workflow schedules three timed attorney follow-ups and updates prospect records so intake coordinators reconnect reliably within 15 days.