Create onboarding database record from newly tagged user
Create onboarding database record from newly tagged user
Tagged users don't create onboarding records, forcing coordinators to add entries manually and delaying team enrollment. Create ready onboarding entries so coordinators can begin outreach the same day.
Overview
When support tags a new team, coordinators often lack structured onboarding context and spend time creating records. This flow creates a ready onboarding entry and classifies account type so coordinators can begin outreach the same day.