Add new system user to CRM and tasks

New system users arriving without tracked contacts leave customer records and communication lists out of sync. This creates CRM records and an onboarding checklist so CS can complete setup same day.

Overview

Manual onboarding steps and missing CRM records slow down customer handoffs and group access. This flow captures each new system user into your CRM, alerts the right success lead, and creates an assigned checklist so setup and group membership happen same day.