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Client Outreach

4 of 5 tasks in this workflow

Intake

1

Final check follow-up #1000

262000 Lirio GonzalesJul 2, 2026, 10:07 AM EDTNorthwind Services
On Track
NBNico BarreraJul 31, 2026, EDT

Attempting contact

1

Create appointment #1001

262037 Marta OkaforJul 17, 2026, 12:08 AM EDTNorthwind Services
Overdue
SLSofia LindqvistJul 15, 2026, EDT

Appointment set

1

Request scope #1002

262074 Devin HalloranJul 1, 2026, 2:09 PM EDTNorthwind Services
At Risk
NBNico BarreraJul 22, 2026, EDT

Follow up

1

Schedule delivery #1003

262111 Priya AnandJul 16, 2026, 4:10 AM EDTNorthwind Services
On Track
SLSofia LindqvistAug 12, 2026, EDT