Create implementation tracker row and notify resourcing team
Create implementation tracker row and notify resourcing team
Your implementation-marked accounts lack a shared tracker, leaving resourcing unclear and onboarding dates missed. This adds tracker rows and alerts coordinators so assignments happen same day.
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Overview
When a grower account moves into implementation-ready status, resourcing can stall and field onboarding windows get missed. This flow writes the account into your onboarding tracker and pings program coordinators so an implementation manager is assigned the same day and field schedules can proceed.