Create networking tracker row for newly onboarded clients
Create networking tracker row for newly onboarded clients
Your onboarding submissions without tracker rows leave coordinators missing launchpad links. Create or update Networking Tracker entries so coordinators begin setup with transposed launchpad data same day.
Overview
Onboarding forms that don't populate your trackers force coordinators to hunt for links and context, delaying kickoffs. This flow creates or updates the Networking Tracker and copies required worksheets and checklists so coordinators can begin setup the same day.