Add onboarding tag and update client tracker records
Add onboarding tag and update client tracker records
Your onboarding form responses often arrive untagged, leaving new learners unsegmented and records incomplete. It tags respondents and updates your client tracker so coordinators can act same day.
Overview
When onboarding submissions arrive untagged, coordinators spend time hunting for records and setup is delayed. This workflow tags respondents and updates your client tracker so program coordinators can start intake activities same day and reduce manual steps.