Engineering: fill onboarding form links on platform records
Engineering: fill onboarding form links on platform records
Engineers changing onboarding status leave coordinators hunting for customer form links. Populating customer-specific form links on the platform record lets onboarding coordinators start setup quickly.
Overview
Manual link creation forces engineering into repetitive updates and stalls onboarding handoffs. Populate customer-specific form links on the platform record when status changes so onboarding coordinators can begin setup quickly, reducing kickoff friction and handoff delays.
Notable Features
- Populate platform record with links
- Create customer-specific form links
- Notify onboarding coordinators immediately