Create onboarding item and update client record fast
Create onboarding item and update client record fast
Unprocessed intake forms cause onboarding boards to lack context and delay campaign setup. This creates an onboarding item and updates the client record so coordinators can start outreach same day.
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Overview
When intake forms sit unprocessed, onboarding stalls and campaign setup is delayed. This flow captures each submission into your onboarding board and enriches the client record so coordinators can begin outreach and setup the same day.