Create client portal registration tasks for staff now
Create client portal registration tasks for staff now
Your client portal signups lack matching contacts, forcing manual lookups and delaying client access. It creates registration records and assigns follow-up tasks so staff finish setup same day.
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Overview
When portal signups don't match your contact system, clients wait while staff run manual lookups. This flow looks up submissions, creates registration activities and follow-up tasks, and notifies ops so portal setup completes the same day.