For IT: Keep onboarding call dates reflected in tracker

IT admins see CRM call dates drift, leaving onboarding coordinators with stale records and missed follow-ups. This updates the shared onboarding tracker from CRM changes, so coordinators act on current info.

Overview

Stale CRM call dates create misaligned handoffs and missed onboarding steps. This workflow ensures the shared onboarding tracker mirrors CRM updates, eliminating manual reconciliation and enabling coordinators to act on current records. Expect clearer handoffs, fewer manual edits, and faster follow-up from operations.

Notable Features

Update tracker when CRM changes
Create or update tracker records
Notify onboarding coordinators of changes