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Create agent onboarding record and schedule intro task

Create agent onboarding record and schedule intro task

You lose agent contact context when qualifying orders arrive without a record, delaying outreach and commission setup. Get full agent profiles routed to partner coordinators for onboarding same day.

Create agent onboarding record and schedule intro task

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Overview

Qualifying orders with partner flags often miss agent capture, which delays outreach and commission setup. This flow creates complete agent profiles and routes them to partner coordinators immediately, enabling same-day onboarding and faster outreach.

Create agent onboarding record and schedule intro task