Create activation task from new account for onboarding
Create activation task from new account for onboarding
Your account activation changes don't create structured tasks, leaving kickoff owners unassigned and prep overlooked. Teams begin onboarding prep same day.
Overview
When account activation signals arrive without structure, kickoff owners miss prep and onboarding slips. This flow creates a ready activation task with context and ownership so program coordinators can act in minutes and start same-day onboarding.