Create client record and onboarding workspace for new signups
Create client record and onboarding workspace for new signups
Your signups arrive without a contact record or onboarding folder, causing manual setup by coordinators. It creates contacts, folders, and an onboarding task so setup starts the same day.
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Overview
New client signups should flow straight into onboarding — not into an inbox pile for manual provisioning. This streamlines contact creation, shared folder setup, and task assignment so coordinators can begin work the same day and keep launch timelines intact.