Create onboarding note on deal when application flagged

Your onboarding form entries aren't added to the deal, leaving fulfillment without intake context. It creates a consolidated onboarding note so coordinators can prepare ahead of the first call.

Overview

When onboarding details don't live on the deal, fulfillment teams scramble and first-call prep suffers; this captures form responses and appends a consolidated note to the deal so coordinators always have intake context. That means your fulfillment coordinators and account managers can prepare before the first call and enable same-day onboarding.