Mark onboarding complete across trackers, tables, and sheets

Your onboarding records in your CRM often finish without tracker updates, causing missed handoffs and delayed billing. It updates your table and sheet so coordinators can close tasks same day.

Overview

When onboarding records flip to Complete without mirrored updates, coordinators and billing staff scramble to close out work and bill. This flow keeps your tracking table and reporting sheet current so closeout tasks and invoicing happen same day.