Create onboarding record in CRM from new project
Create onboarding record in CRM from new project
Your implementation projects lack a linked CRM onboarding record, leaving managers without client context. Create CRM onboarding records so your team can begin client setup same day.
Overview
Stop manual handoffs between your tracker and CRM—ensure every new implementation project creates a structured onboarding record automatically. Implementation managers get consolidated client context so setup can start the same day and handoffs stay on schedule.