Add onboarding specialist meeting URL to user records
Add onboarding specialist meeting URL to user records
Your user profiles often lack onboarding meeting links, leaving specialists scrambling for the correct URL before calls. Add meeting URLs to user profiles so specialists can prepare the session same day.
Overview
When onboarding payloads arrive without meeting links, specialists waste time hunting for URLs and risk poor handoffs. This flow pins the meeting URL into the user profile so onboarding specialists can access the link and prepare same day before scheduled calls.