Assign document requests to onboarding coordinators
Assign document requests to onboarding coordinators
Onboarding coordinators miss required client documents when new customer records arrive, causing stalled activations. Automated requests assign document-collection tasks to onboarding coordinators so intake begins within minutes.
Overview
Onboarding coordinators lose momentum when required documents are buried or overlooked, creating activation bottlenecks and unhappy customers. This workflow ensures every new customer generates a documented, assigned task so coordinators begin collection quickly, eliminating manual lookups. Customers report faster handoffs and fewer missed requests.
Notable Features
- Create document-request tasks automatically
- Assign tasks to onboarding coordinator
- Attach customer records to tasks