Send onboarding reminder email and update applicant record
Send onboarding reminder email and update applicant record
Sign-up records missing a completed questionnaire stall onboarding and leave coordinators without context. It sends a reminder email and flags the record so coordinators can act same day.
Overview
Incomplete intake records stall your onboarding pipeline and force coordinators into manual chasing. This flow sends timely reminder emails and tags the record so coordinators can pick up intake and convert prospects the same day.