IT: create client onboarding records when proposals are accepted
IT: create client onboarding records when proposals are accepted
IT admins see onboarding stall when accepted proposals don't create client records, blocking operations. Create client records when a BK onboarding task exists so onboarding can begin.
Overview
Accepted proposals that don't produce client records cause onboarding to stall and burden IT and operations with manual handoffs. This workflow ties your proposal tool to work management and your onboarding system so client profiles exist when a BK onboarding task is present, eliminating manual setup and ensuring onboarding can begin without delay.
Notable Features
- Create client profiles on acceptance
- Check for BK onboarding work items
- Notify onboarding team when ready