Create onboarding card and client folder from new customer
Create onboarding card and client folder from new customer
Your new customer records often reach operations without a task card or shared folder, delaying onboarding. It creates a task card and client folder for same-day onboarding.
Overview
Deals that reach the new-customer stage should trigger immediate operational setup, not manual backlog. This flow creates the task card and a templated client folder automatically so your coordinators can begin onboarding the same day and avoid lost templates.