For IT ops: keep onboarding site and CRM updated

Operations coordinators in IT miss approved customers' launch pages, causing handoff gaps. This flow flags Stage 1 approvals on the public site and advances CRM stages so onboarding ownership is clear.

Overview

Onboarding delays leave customers without launch pages and create manual rework for IT operations. This workflow aligns the public onboarding site with your CRM so approvals publish to launch pages and onboarding owners get clear next steps, reducing manual fixes and stalled launches.

Notable Features

Mark approved companies on site
Advance CRM stage after approval
Notify onboarding owner for handoff