Ensure onboarding ops link provider photos to sales records

Onboarding coordinators miss provider photo verifications when signups surge, causing activation delays and unlinked sales records. It creates review tasks and links photos before activation.

Overview

Missed profile verifications delay provider activation and create manual rework for onboarding. This workflow issues review tasks and attaches profile photos to the provider's sales record, preventing unlinked records and missed checks. Teams report clearer handoffs and fewer manual follow-ups.

Notable Features

Create onboarding review tasks
Attach profile photos to sales records
Notify onboarding coordinators of requests