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Create new agent folder and notify onboarding coordinators

Create new agent folder and notify onboarding coordinators

Your agent signups arrive without a shared folder, leaving onboarding documents unfiled. This creates the folder, updates the CRM with the link, and notifies coordinators so files are available same day.

Create new agent folder and notify onboarding coordinators

Overview

Missing folders and unlinked CRM records cause onboarding to stall and make coordinators chase paperwork. This flow creates the agent folder, links it to the CRM record, and notifies coordinators so paperwork is ready same day and intake moves faster.

Create new agent folder and notify onboarding coordinators