Send new onboarding alerts to preactive reps before outreach SLAs

Your onboarding form submissions arrive without client routing, causing delayed outreach and missed billing handoffs. Preactive reps receive prioritized client details and a dated record so outreach happens before outreach SLAs lapse.

Send new onboarding alerts to preactive reps before outreach SLAs

Send new onboarding alerts to preactive reps before outreach SLAs