Business owners: keep onboarding tracker updated with new tags

Business owners lose enrollment visibility when contact tags are added, causing misaligned onboarding and coordinator confusion. Operations get consolidated enrollment rows for smooth onboarding.

Overview

Missing enrollment entries derail onboarding and frustrate coordinators. This workflow turns every onboarding tag into a standardized master-tracker row, giving operations a single source of truth and eliminating manual entry delays.

Notable Features

Append standardized onboarding rows
Route tagged contacts to tracker
Check for existing client rows