Project managers ensure new onboarded customers enter program channels
Project managers ensure new onboarded customers enter program channels
Project managers watch onboarding stall when customers lack channel access. New contacts enter the right program channels, so coordinators and customers begin contextual onboarding immediately.
Overview
Project managers lose onboarding momentum and risk poor program adoption when customers wait for channel access. This workflow adds new customers to their program channels so coordinators can begin contextual support immediately, eliminating manual provisioning and preventing engagement gaps.
Notable Features
- Add new contacts to channels
- Map customers to program channels
- Notify onboarding coordinators on join