Tag checked-in contacts and move client board card
Tag checked-in contacts and move client board card
Your weekly check-in responses arrive untriaged, leaving contact status and client cards out of date. Get contacts tagged and client cards moved so coordinators act same day.
Overview
Weekly check-ins often arrive untriaged, leaving contact records stale and coordinators guessing who needs attention. This flow tags contacts, appends a concise check-in summary to the client card, and moves the card to the correct list so your team can act on responses the same day.