Submit onboarding form to CRM or alert team
Submit onboarding form to CRM or alert team
Your onboarding form submissions arrive without a linked deal, leaving coordinators lacking deal context. The form is recorded to the deal or a team alert is sent so onboarding begins same day.
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Overview
When onboarding forms aren't attached to the right deal, setup stalls and coordinators hunt for context. This flow writes the submission to the matching deal and pings your team when no match exists, so onboarding can begin same day.