Create and remove portal accounts from lead changes
Create and remove portal accounts from lead changes
Your lead status changes aren't provisioning or removing client portal accounts, causing onboarding delays and manual work. Get accounts provisioned or revoked so teams complete access setup same day.
Overview
If lead status updates are creating manual account chores, this flow turns those status changes into instant access provisioning and revocation so onboarding staff stop waiting on IT. Expect accurate account creation and removal tied to lead stages, completed same day for each handoff.