Onboarding reps send reseller docs and schedule followups
Onboarding reps send reseller docs and schedule followups
Onboarding reps watch vetted practitioners stall after approval, risking lost wholesale activations. This workflow issues reseller agreements and schedules followups so onboarding converts approvals to active accounts.
Overview
Unsigned reseller agreements stall wholesale activations and risk losing revenue. This workflow issues agreements, schedules reminders, and updates CRM records so onboarding converts approved practitioners into active accounts, eliminating missed follow-ups and shortening activation cycles.
Notable Features
- Issue reseller agreements on vetting
- Schedule automated onboarding followups
- Create or update practitioner CRM record