Create onboarding tasks for new seller listing records
Create onboarding tasks for new seller listing records
Your new seller listings often lack prep tasks, leaving transaction coordinators unsure which steps to run. It assigns prioritized contract, lockbox, and warranty tasks so work finishes same day.
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Overview
When new seller listings are added, missing prep steps create delays and risk missed deadlines. This flow generates and assigns prioritized contract, data-entry, lockbox, and warranty tasks so transaction coordinators can complete prep work same day.