Sales directors: Flag complex school signups for setup

Sales directors see school signups with missing credentials or special integrations that stall onboarding. Alerts route those signups to onboarding and support so manual setup begins faster.

Overview

Missing credentials or special integrations cause onboarding to stall and implementations to risk delay and poor customer experience. This workflow routes flagged school signups to onboarding and support with priority alerts and task creation, ensuring manual setup begins faster and missed handoffs are minimized.

Notable Features

Send priority alerts to onboarding
Flag signups needing manual setup
Create support ticket with context