Keep project managers informed when clients sign up
Keep project managers informed when clients sign up
Project managers handling onboarding miss sign-ups hidden in forms, causing delayed starts and lost accounts. Ensure each submission creates a client record so onboarding can begin.
Overview
Project managers lose momentum when sign-ups don't land in the client database. This workflow captures every form submission into your client database and notifies project managers, eliminating missed accounts and enabling faster onboarding. Teams report fewer missed entries and smoother handoffs.
Notable Features
- Create client records on submission
- Notify project managers of new accounts
- Validate and format contact fields