Send payment follow-up emails when client task flagged
Send payment follow-up emails when client task flagged
When client payment tasks lack outreach, follow-ups stall and balances age without a recorded contact attempt. You get contextual emails tied to the task so collectors can engage same day.
Overview
Flagged client payment tasks often fail to trigger timely outreach, letting balances grow and collector workflows stall. This flow converts a task flag into an immediate, templated email so collectors and marketing ops deliver contextual, same-day outreach tied to the task.