Assign new student record and notify onboarding channels
Assign new student record and notify onboarding channels
When new student records change in your CRM, ownership can be unclear and welcome tasks get delayed. Assign an owner and alert onboarding channels so tasks start same day.
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Overview
Manual owner handoffs slow onboarding and waste coordinator time. This flow assigns ownership and posts immediate alerts so onboarding coordinators see new assignments and start welcome tasks the same day.