Business owners keep onboarding leads updated with signed links

Business owners see onboarding stall when forms and signed docs don't reach lead records. This flow files signed links and sets instruction flags so coordinators can send onboarding steps quickly.

Overview

Manual onboarding breaks when signed documents and form responses never land on lead records, delaying customer setup and risking missed handoffs. This workflow ensures signed-document links and instruction flags appear on leads so onboarding coordinators can start onboarding promptly, eliminating manual searches and reducing missed follow-ups.

Notable Features

Populate lead records with links
Set send-instruction flags on lead records
Notify onboarding coordinators with link