Payment promise flag that pauses and predicts the delivery timeline
in progress
Matt Kendrall
When a client promises to pay via check, it would be helpful to tag the account with that action. Based on their location, there could be an estimated number of days to pause the sequence before resuming the sequence or amplifying the outreach efforts. If a client has a history of not honoring these promises, metics and alerts could be set up to remind users and viewers.
Micah Johnson
in progress
Roger K
planned
Micah Johnson
under review