Create Platinum welcome contact and add to master roster

Your Platinum accounts miss onboarding when contact details don't reach your outreach system. Add them to the welcome list and master roster so CSMs can start outreach within 24 hours.

Overview

Platinum customers require a coordinated welcome or onboarding efforts slip and opportunities are lost. This flow guarantees every Platinum account is added to your outreach CRM and central roster so CSMs can start personalized outreach within 24 hours.