Send new customer alert to operations and orders team
Send new customer alert to operations and orders team
Your new online customer registrations lack operational context, delaying order setup and partner tagging. It notifies operations so accounts are reviewed and partner tags applied same day.
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Overview
When new clinic patients or customers sign up online, operations needs a quick heads-up to prepare accounts and spot partner relationships. This flow routes qualifying new customers to your orders inbox for same-day review and tagging, reducing setup delays and missed partner identifications.