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Create onboarding row from paid signups and tag contact

Create onboarding row from paid signups and tag contact

You can't begin onboarding when payments only appear in your payment system and manual entry delays setup. It logs the payment to onboarding and tags the contact so coordinators can start same day.

Create onboarding row from paid signups and tag contact

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Overview

When paid signups only live in your payment processor, onboarding stalls and customers wait. This flow logs qualifying payments into your onboarding worksheet and tags contacts so coordinators can start setup the same day.

Create onboarding row from paid signups and tag contact