Send onboarding alert for each new customer lead
Send onboarding alert for each new customer lead
Your new customer intake submissions arrive without a clear handoff, delaying account setup and billing readiness. Get onboarding alerts with required context so setup can begin same day.
Overview
When intake data lands without an owner, setups stall and billing readiness slips. This flow routes a clear onboarding alert to your coordinators within minutes so they can start account setup the same day and avoid manual handoffs.