Move onboarding ticket to intro call status for scheduled contacts
Move onboarding ticket to intro call status for scheduled contacts
Your onboarding tickets fall out of sync when contacts book intro calls, causing handoff delays and missed prep. This keeps ticket stages accurate so coordinators can triage and reach out same day.
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Overview
When contacts book intro calls but tickets remain in the wrong stage, onboarding coordinators miss prep and prospects wait. This flow moves the ticket to the intro-call stage automatically so coordinators see readiness and can act same day.