Family services owners: create client records when enrollment clears
Family services owners: create client records when enrollment clears
Family services owners lose clients when deals reach Enrollment Cleared without a client record, delaying onboarding. Create client records in the client system so onboarding begins without manual re-entry.
Overview
Missing client records after a cleared enrollment causes onboarding delays and lost momentum for family services providers. This workflow ensures every cleared deal becomes a client record in your client system, eliminating manual re-entry and letting operations start intake right away so follow-ups don't fall through the cracks.
Notable Features
- Create client profiles automatically on enrollment
- Check for existing lead matches first
- Notify operations when client created