Create onboarding task and invite community for new advisor
Create onboarding task and invite community for new advisor
Your advisor signups can leave onboarding steps unfinished, delaying profile setup and outreach. Create tasks and send community invites so advisors are engaged and ready same day.
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Overview
When advisors register, manual handoffs slow profile creation and first contact. This workflow creates the onboarding task, updates the CRM record, and invites the advisor to your member community so coordinators can act and advisors are engaged same day.