Send reminder email when new accepted customer saved
Send reminder email when new accepted customer saved
Accepted customer records are saved but reminders are missed, leaving coordinators without onboarding context. It sends reminders automatically so coordinators get context within minutes.
Overview
When accepted customer rows stack up, follow-up reminders often slip and onboarding stalls. This flow triggers reminder emails automatically so your program coordinators get actionable context within minutes and can progress customers the same day.