Skip to content

Keep onboarding coordinators notified when lifetime trackers are rescheduled

Onboarding coordinators miss tracker reschedules, causing missed follow-ups and scheduling conflicts. Updates to the group's record surface reschedules so coordinators prioritize follow-up.

Keep onboarding coordinators notified when lifetime trackers are rescheduled

Overview

Onboarding coordinators risk missed follow-ups and scheduling conflicts when lifetime trackers are rescheduled. This workflow updates group records and alerts coordinators so reschedules are visible and prioritized, reducing manual reconciliation and driving faster response times.

Notable Features

  • Update group records on change
  • Notify onboarding coordinators instantly
  • Flag rescheduled items for follow-up

Keep onboarding coordinators notified when lifetime trackers are rescheduled