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Send new account alerts to onboarding coordinators before handoff

Send new account alerts to onboarding coordinators before handoff

Your new account intake messages land without consistent routing, causing delayed onboarding and missed setup steps. Onboarding coordinators receive prioritized alerts and a project card so setup finishes before the next workday.

Send new account alerts to onboarding coordinators before handoff

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Send new account alerts to onboarding coordinators before handoff