Director of technology: provision client portals from Prosperity invoices
Director of technology: provision client portals from Prosperity invoices
Director of technology sees Prosperity invoices leave portals unprovisioned, delaying installations. Create or update client records and apply onboarding templates so operations can begin setup.
Overview
Unprovisioned client portals stall furniture installations and overload a small ops team. Tie Prosperity invoices to client records and onboarding templates so accounts are provisioned and operations can start manual setup, delivering faster handoffs and zero missed portal provisions.
Notable Features
- Create or update client records
- Apply onboarding template on invoice
- Notify operations of provisioned accounts