Flag purchasers in onboarding spreadsheet after a purchase

Your onboarding spreadsheet can miss purchase flags, delaying coordinators from starting access and welcome tasks. This marks rows so coordinators can begin enrollment within 15 minutes.

Overview

When purchases don't flip onboarding status, coordinators waste time verifying enrollments. This flow flags the participant row automatically and gets coordinators ready to act within 15 minutes, reducing manual handoffs and accelerating first contact.