Send care-call invitation and schedule next follow-up date

You miss sending care-call invitations from submissions, leaving coordinators without scheduled follow-ups. This adds next-call dates to the customer record so coordinators can act same day.

Overview

If care-call outreach is manual, coordinators often lack scheduled follow-ups and customers slip through. This flow emails booking invitations instantly and writes the next follow-up date into the CRM so coordinators can act same day.