Sales ops: capture driver licenses and trigger verification tickets
Sales ops: capture driver licenses and trigger verification tickets
Sales ops lose uploaded licenses inside onboarding forms, leaving driver profiles inactive. This files uploads to member folders and opens a verification ticket so teams can activate profiles.
Overview
When uploaded licenses get lost in onboarding forms, driver profiles remain inactive and onboarding stalls. This workflow captures uploads, stores them by member, and creates verification tickets so verification teams start activation promptly. The result is fewer missed follow-ups and clearer handoffs between ops and verification.
Notable Features
- Attach uploads to member folders
- Create internal verification ticket
- Notify verification team instantly