Tag pending onboarding clients for prioritized outreach daily

When client records lack onboarding status, your account leads can't prioritize outreach and onboarding slips. Add a daily tagging check so leads get clear priorities same day.

Overview

When onboarding status isn't tracked, account leads scramble and event timelines slip. This daily check tags clients pending onboarding so campaign managers and account leads get a prioritized list to act on the same day and keep events on schedule.