Create new client lead and post onboarding alert
Create new client lead and post onboarding alert
Signed contracts arrive without structured contact or schedule details, delaying onboarding and billing. It creates the contact record and posts an onboarding alert so coordinators can act the same day.
Overview
Signed contracts trigger both a CRM update and a clear onboarding alert, removing manual entry and guesswork from intake. Program coordinators and billing staff get contact, contract, and schedule context within minutes so they can start onboarding and invoicing the same day.