Assign support site code to organization and send notice
Assign support site code to organization and send notice
Your support-code request form causes manual lookups and delays account enablement for clinic and healthcare partners. You get a populated organization record and notified contacts same day.
Overview
When partners request support-site access, manual lookups and delayed updates slow onboarding and outreach. This workflow assigns a unique code, updates the organization record, and notifies the requester so marketing ops and customer success can act same day.