Project managers: move business-card purchasers to active-member list
Project managers: move business-card purchasers to active-member list
Project managers watch business-card orders hit processing while project cards stay buried, causing missed onboarding. That moves cards to the active-member list so project managers can start onboarding.
Overview
Missed onboarding after paid business-card orders forces project managers into manual status checks and slows member activation. This workflow moves qualifying orders into the active-member list so project managers begin onboarding without delay, eliminating missed handoffs and keeping project boards accurate.
Notable Features
- Move project cards to active list
- Verify order contains business-card
- Notify operations when member activated