Create onboarding board item for each new customer org
Create onboarding board item for each new customer org
New customer orgs in your CRM sometimes miss the onboarding board, leaving coordinators without intake context. It creates consistent onboarding items so coordinators can start setup the same day.
Overview
Manual handoffs from CRM to your onboarding board create delays and wasted coordinator time. This flow adds every new customer org to the master onboarding board so program coordinators and account teams can begin onboarding the same day.