Send deposit expiry reminder to deal owner before lapse
Send deposit expiry reminder to deal owner before lapse
Your deposit-stage deals may pass their validity window, leaving reps without a prompt to re-engage patients. Get owner reminders so patients are contacted ahead of the six-month lapse.
Overview
When deposit-stage deals sit idle, reps miss renewal windows and offers can expire. This flow schedules staggered reminders and re-checks so deal owners hear about at-risk deposits ahead of the six-month lapse, preserving potential revenue.