Add a welcome timeline note to new contacts
Add a welcome timeline note to new contacts
When new contact entries arrive without onboarding notes, follow-ups stall and handoffs become confusing. It adds a standard welcome timeline note so you and your team have clear next steps same day.
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Overview
New contacts often arrive without context, causing delayed outreach and messy handoffs. This flow inserts a consistent welcome timeline entry with direct action links so you and any contractor can start onboarding within minutes and keep setups same day.