Update contact status and create risk triage card
Update contact status and create risk triage card
Post-session sheet entries leave program risk and CRM contacts unsynced, causing missed coaching. It updates contact status and creates triage cards so coordinators have priorities same day.
Overview
When post-session status checks land in a spreadsheet, at-risk clients can slip through and coaching interventions get delayed. This flow updates CRM program status and pushes qualifying cases onto your operations board, giving coordinators clear same-day priorities.