Mark signed contract complete and trigger onboarding tasks
Mark signed contract complete and trigger onboarding tasks
Your signed agreements and attendee tracking are fragmented, delaying logistics and outreach. The workflow marks the agreement complete and opens a welcome conversation so coordinators can act same day.
Overview
Signed contracts should immediately convert to action, not sit in an inbox. This flow marks the agreement complete, enrolls the participant, and opens a welcome support conversation so coordinators can complete onboarding the same day.