Send activation email when a deal becomes eligible
Send activation email when a deal becomes eligible
You lose momentum when eligible HCP deals aren't contacted, stalling enrollment and wasting outreach effort. Get activation invites sent automatically so coordinators can start enrollment same day.
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Overview
Manual outreach for eligible HCP deals creates delays and inconsistent enrolment. This flow sends a personalized activation invitation automatically when a deal becomes eligible, so program coordinators receive actionable invites and can begin enrollment the same day. It eliminates manual steps and ensures every eligible contact gets a clear next action within minutes.