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Create post-sale client records and add DNC numbers

Create post-sale client records and add DNC numbers

Unstandardized post-sale contact and compliance data force coordinators to clean phones and lists. Capture formatted rows and DNC entries so onboarding and billing can begin same day.

Create post-sale client records and add DNC numbers

Overview

Messy post-sale data wastes coordinator time and stalls onboarding. This flow captures, formats, and logs client rows and DNC numbers so program coordinators and billing staff can begin onboarding and invoicing the same day.

Create post-sale client records and add DNC numbers