Add onboarding record from new client form, notify submitter
Add onboarding record from new client form, notify submitter
Your onboarding form submissions go untracked, delaying kickoff and billing readiness. It logs each submission to the onboarding tracker and sends confirmation so handoff starts same day.
Overview
When new-business onboarding forms aren’t logged, handoffs stall and billing readiness slips. This flow captures each submission into your onboarding tracker and notifies the submitter and coordinator, so verification and handoff begin same day.