Start background check, update deal status, notify contact
Start background check, update deal status, notify contact
Your membership onboarding stalls when background checks aren't started from deals, causing manual work and approval delays. Start screening and notify coordinators so membership progresses same day.
Overview
Manual handoffs slow member approvals and expose compliance gaps; this flow begins vendor screening and sends consent emails automatically. Membership and compliance teams get an updated CRM status and coordinators receive notifications within minutes so onboarding keeps moving.