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Update account onboarding status and welcome new subscribers

New subscriptions often arrive without onboarding status or context, which leaves coordinators unprepared. Update account fields and alert coordinators for same-day activation.

Update account onboarding status and welcome new subscribers

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Overview

When subscriptions land without CRM context, onboarding stalls and reps waste time hunting for details. This flow updates account onboarding fields and sends a welcome message so coordinators can triage and schedule activation the same day. That reduces manual lookups and speeds time-to-first-activation.

Update account onboarding status and welcome new subscribers