Set funnel step from onboarding status changes instantly
Set funnel step from onboarding status changes instantly
You lose context when onboarding statuses aren't mirrored in your pipeline, causing outreach delays. The workflow keeps funnel steps aligned so coordinators can act same day.
Overview
When onboarding statuses drift out of sync with your pipeline, coordinators miss outreach windows and handoffs stall. This maps status updates to funnel steps so program coordinators always see accurate stages and can act same day.