Create onboarding case from new account application status
Create onboarding case from new account application status
When accounts change to Application Submitted, your onboarding specialists miss intake details and cases aren't created. You get a standardized case per application so operations begin setup same day.
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Overview
Manual case creation slows onboarding and leaves intake gaps when account status flips to application. This flow turns status changes into standardized cases so operations coordinators get clear work items and can begin setup same day.