Head of Digital: keep client import dates accurate across CRM
Head of Digital: keep client import dates accurate across CRM
Head of Digital sees client field changes erase onboarding dates, causing cohort gaps. Client import dates populate records so operations and account teams start onboarding without manual follow-up.
Overview
Missing onboarding timestamps disrupt cohort schedules and stall client handoffs in professional training firms. This workflow ensures client import dates land on company records so operations and account teams begin onboarding and reporting without manual chase, reducing manual fixes and keeping cohorts on schedule.
Notable Features
- Populate account import date fields
- Apply client-specific date mapping
- Notify operations and account teams