Update contact check-in status and flag for outreach
Update contact check-in status and flag for outreach
Your member check-in records lack follow-up flags when visits slip beyond configured windows, leaving coordinators to hunt for stale members. This produces prioritized outreach lists available same day.
Overview
When check-ins fall outside your configured engagement window, coordinators waste time building outreach lists. This workflow auto-evaluates each check-in, flags stale members, and writes outreach-ready records so your team can act on prioritized lists the same day.