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Create onboarding task and invite new clients to training

Create onboarding task and invite new clients to training

Your sales transaction rows often miss enrollment and task creation, leaving clients unprepared for kickoff. You get course invites and a ready onboarding card so work starts the same day.

Create onboarding task and invite new clients to training

Overview

When sales rows update, qualifying clients are enrolled and an onboarding card is created automatically, removing manual handoffs. Program coordinators can start client work the same day while leadership sees consistent analytics for every sale.

Create onboarding task and invite new clients to training