Create onboarding note on deal when application flagged
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.
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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.