Marketing ops keep coaching client receipt status updated

Marketing ops miss contacts moved to 'Received', causing onboarding delays and unclear receipt timestamps. Keeps CSMs and ops updated with receipt status and timestamps for onboarding.

Overview

Pipeline stage changes that don't surface in your program tracker create onboarding friction and frustrate CSMs. This workflow ensures coaching records reflect 'Received' status and timestamps so CSMs and ops always have the receipt visibility they need, eliminating missed onboarding steps and speeding handoffs.

Notable Features

Update coaching tracker on stage change
Add program receipt timestamp to record
Notify CSMs and ops on update