Update intake spreadsheet rows for contacts in litigation
Update intake spreadsheet rows for contacts in litigation
Your intake sheet rows for introductions go out of date when CRM litigation status isn't checked, leading to outreach to the wrong contacts. Keep rows current so coordinators avoid contacting in-litigation clients the same day.
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Overview
Stop coordinators from contacting clients who are currently in litigation; this flow reconciles your intake sheet with CRM litigation status every weekday evening. That delivers cleaner outreach lists and prevents inappropriate outreach before the next business day.