Add post-call scheduling into onboarding records for teams

Your onboarding records miss post-call scheduling details, causing confusion and follow-up delays. Records are enriched with scheduling context so coordinators can prepare outreach same day.

Overview

When post-call forms aren't mapped back to onboarding, coordinators waste time chasing context and miss outreach windows. This flow ensures completed call details update the right onboarding records automatically, letting coordinators prepare outreach and next steps the same day.