Create onboarding tasks and send agreement for clients
Create onboarding tasks and send agreement for clients
Enrollments arrive with no onboarding tasks or agreements, leaving coordinators scrambling. It creates tasks, sends the agreement, and updates records so clients are set up same day.
Overview
When an enrollment tag is added, coordinators often waste hours on manual setup and chasing signatures. This flow starts onboarding immediately — issuing the contract, creating tasks, and notifying ops so clients are fully prepared same day.