Add partner onboarding contact when issue updates occur
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.
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.