For business owners: update onboarding tracker from grant forms

Business owners see grant form replies leave onboarding trackers outdated and cause missed enrollments. It updates the onboarding tracker from each form so operations staff see statuses and act.

Overview

Missed enrollment steps stall onboarding and create extra manual work for operations. This workflow keeps the onboarding tracker current by updating it from grant status forms, eliminating status lag so operations staff can start next steps without hunting for updates. Customers report faster handoffs and fewer manual updates.

Notable Features

Update tracker from form submissions
Mark pending and completed enrollments
Notify operations staff for follow up