Create onboarding task and deal folder from lead
Create onboarding task and deal folder from lead
When leads reach screening in your CRM, manual project setup stalls diligence and wastes partner time. It gives your coordinators prebuilt tasks and a deal folder so work begins same day.
Overview
Manual project setup when a lead enters screening creates handoff delays and wasted time. This flow provisions a parent task, subtasks, and a populated deal folder automatically so coordinators can begin diligence the same day and avoid slow handoffs.