Set default company type for new client records
Set default company type for new client records
When company records update without a type, your project managers can't prioritize onboarding. It sets a default client type so onboarding can start the same day.
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Overview
Incomplete company types slow onboarding and force manual triage by project managers. This workflow assigns a sensible default client type and fallback status so project and onboarding teams can start setup the same day and avoid stalled kickoffs.