Set follow-up date three working days later for deals

Deals often lack next-contact dates after registrations, forcing coordinators to add follow-ups manually. It sets a three working-day follow-up date so coordinators can re-contact learners before class.

Set follow-up date three working days later for deals

Overview

Stale or missing next-contact dates make it hard for coordinators to re-engage prospective learners before class. This workflow timestamps a three working‑day follow-up on the deal and records a local contact time, giving your program coordinators a clear, actionable next step before the course begins.

Set follow-up date three working days later for deals