Update CRM trial date when trial is vacated
Update CRM trial date when trial is vacated
Trial dates get vacated in cases without CRM updates, causing reminders and outreach to target wrong schedules. It updates the CRM trial field so managers avoid incorrect notices same day.
Overview
Stale trial dates in your CRM lead to unwanted outreach and scheduling friction for case teams. This flow ensures vacated trial events update the CRM and clear outdated dates so case managers and intake coordinators avoid incorrect notices same day.