Create onboarding records from client notes for quicker handoffs

Your onboarding notes stay only in CRM notes, leaving account teams without consolidated handoff records. Saved records give coordinators contextual client entries for kickoff within minutes.

Overview

Unstructured onboarding notes in your CRM leave account teams unprepared and delay campaign kickoffs. This workflow converts tagged notes into structured onboarding records, giving coordinators contextual client entries and reducing handoff time within minutes.