Keep onboarding status accurate for project managers and ops

Project managers risk missed handoffs when a contact's funding-offered flag flips, leaving onboarding records outdated. Automated updates keep records aligned so project managers start follow-up quickly.

Overview

Missed onboarding updates create stalled starts and manual handoffs for project managers. This workflow keeps onboarding records aligned with contact status and notifies project managers, eliminating missed follow-ups and enabling faster, coordinated handoffs.

Notable Features

Update onboarding records automatically
Notify project managers of changes
Match contact to onboarding record