Generate consultant IDs and master records for ops coordinators
Generate consultant IDs and master records for ops coordinators
Ops coordinators lose consultant sign-ups in forms, delaying onboarding and billing. It adds a master record, mints a consultant ID, and alerts ops so onboarding begins with complete data.
Overview
Missing consultant sign-ups creates onboarding delays and billing gaps for operations coordinators. This workflow turns every registration into a master record with a formatted consultant ID and notifies ops, eliminating manual handoffs so onboarding starts with complete data.
Notable Features
- Create master consultant record
- Generate formatted unique consultant ID
- Alert ops with onboarding details