Send portal SMS and mark client status on board
Send portal SMS and mark client status on board
Your client portal invitation emails sit untracked, leaving coordinators unsure who received access and when. The workflow texts clients and updates the board so records are accurate within minutes.
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Overview
When portal invites are sent, coordinators need clear delivery records and clients need immediate access. This workflow texts clients and marks the board in minutes, eliminating manual logging and speeding onboarding handoffs.