Create onboarding task to add client code after stage
Create onboarding task to add client code after stage
When your deals enter the initial onboarding stage, missing client codes delay billing setup and stall implementation. The flow creates a follow-up task so project managers can add the code within 24 hours.
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Overview
Deals moving into onboarding often miss required client billing codes, which stalls implementation and billing setup. This flow creates a timed follow-up task 24 hours after the stage change so project managers get a single actionable item to add the code and keep onboarding on schedule.