Keep sales ops onboarding flags and opportunity status aligned

Sales ops miss onboarding follow-ups when internal forms fail to update CRM, stalling opportunities. This keeps contact onboarding flags and opportunity check-ins aligned, so reps act from one record.

Overview

Missed onboarding follow-ups stall deals and create messy pipeline records. Aligning form submissions with contact onboarding flags and opportunity check-ins ensures sales reps and onboarding act from the same record, eliminating inconsistent handoffs and missed follow-ups.

Notable Features

Update contact onboarding flags
Set opportunity check-in status
Notify reps and onboarding owners