Create lead and onboarding card for new clients
Create lead and onboarding card for new clients
Your onboarding form data often needs repeated manual CRM and tracker updates, delaying program setup. This creates records and an onboarding card so your team can begin prep same day.
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Overview
When onboarding forms pile up, reps spend time on manual entry instead of selling and prepping. This flow captures the lead, seeds the master tracking row, and opens an onboarding card automatically so reps and coordinators get everything they need within minutes and can begin prep same day.