Tag contact from updated spreadsheet to start onboarding

You track program starts in a client spreadsheet, but missing contact tags block onboarding handoffs to coordinators. That lets coordinators begin post-intro tasks same day.

Overview

When client rows flag program starts, coordinators waste time locating and tagging the right CRM contact, delaying handoffs. This flow applies the onboarding tag automatically so coordinators can act on new participants the same day and eliminate manual lookup delays.