Update partnership tier flags on the first of month
Update partnership tier flags on the first of month
Your partnership records get out of sync when tier flags aren't refreshed, making outreach lists and reports unreliable. Updated flags ensure coordinators see accurate partner tiers ahead of monthly reviews.
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Overview
Run a hands-off monthly sweep that finds partners in the configured stage and applies Tier 1 indicators so your program coordinators always see current partner status. That reduces manual audits and ensures outreach lists and monthly reports are accurate ahead of review cycles.