Add partner onboarding contact when issue updates occur

Your onboarding issues lack contact records, delaying enrollment. It creates or updates contacts and adds them to an enrollment list so coordinators can start outreach same day.

Add partner onboarding contact when issue updates occur

Overview

Stop relying on manual entry during partner onboarding and avoid delayed enrollments. This flow creates or updates partner contact records and places them on enrollment lists so onboarding managers can begin training outreach the same day.

Add partner onboarding contact when issue updates occur