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Create onboarding tasks and program subtasks for clients

Create onboarding tasks and program subtasks for clients

Client records become Current Customer without onboarding tasks, leaving coordinators unprepared. It creates a master client task and program subtasks so you can begin onboarding and billing same day.

Create onboarding tasks and program subtasks for clients

Overview

When a prospect is marked a customer, manual setup often stalls delivery and billing. This workflow creates a master client task and program subtasks automatically, so coordinators and accounting have actionable work and links the same day.

Create onboarding tasks and program subtasks for clients