Stamp refill follow-up date when stage changes for contacts
Stamp refill follow-up date when stage changes for contacts
Your refill outreach contacts often lack a follow-up date, leaving outreach teams unsure when to contact patients. Add a standardized follow-up date so campaign managers can start outreach same day.
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Overview
Missing follow-up dates create blindspots for refill outreach and slow down campaign execution. This flow ensures every contact entering the refill review stage gets a clear follow-up date so campaign managers see next actions and can launch outreach the same day. Implementing this removes manual stamping and speeds time-to-contact.