Tag company when onboarding stage updates to invited phase
Tag company when onboarding stage updates to invited phase
Your onboarding records update without a visible customer tag, leaving coordinators without an engagement cue. Add the tag so onboarding and project managers can prioritize outreach same day.
Overview
When onboarding stages change, coordinators lose visibility and outreach slips. This flow tags the customer company in your engagement system so onboarding and project managers can spot invited customers and act same day.