Add onboarding checklist note to lead record quickly
Add onboarding checklist note to lead record quickly
Onboarding checklist submissions missing from CRM leave coordinators without learner context and stall setup. Add completion notes to the lead so coordinators complete setup and reach out same day.
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Overview
When onboarding checklists never reach the CRM, coordinators lose context and setup drags. This flow attaches completion notes to the matching lead so program coordinators can finish setup and contact learners the same day.