Stop disqualified merchants from entering onboarding and outreach flows

Ops coordinators miss disqualification alerts, letting unsuitable merchants proceed and causing wasted outreach. Create merchant notes from each report so ops stop outreach and prevent further onboarding.

Overview

Unrecorded disqualifications let unsuitable merchants consume onboarding resources and trigger needless outreach. This workflow writes every external disqualification into the merchant record and flags accounts so operations can halt onboarding and outreach. The result is clearer audit trails and far fewer wasted touchpoints.

Notable Features

Create merchant notes from reports
Flag disqualified merchants for review
Notify ops inbox on disqualification