Update days until client milestone in your table
Update days until client milestone in your table
Your client milestone dates can go stale in the table without daily recalculation, leaving advisors with outdated 'days until' counts. It keeps counts current so advisors prioritize outreach same day.
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Overview
Stale milestone dates mean advisors miss timely reviews and client outreach. This workflow recalculates 'days until' daily and updates your table so advisors have fresh counts and can prioritize outreach the same day.