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Send new client onboarding alerts to coordinators before start date

Your new care contracts land in CRM and sit untriaged, causing delayed PPE requests, missed starter packs and late carer assignments. Coordinators receive consolidated alerts and created recipient records so supplies, carers and rotas are ready before the start date.

Send new client onboarding alerts to coordinators before start date

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Send new client onboarding alerts to coordinators before start date