Update client contact status in CRM when request published
Update client contact status in CRM when request published
When a client publishes a request, your onboarding team often lacks updated contact status and misses timely follow-ups. The contact status is updated for account managers to act on the same day.
Overview
When clients submit requested materials, account managers need clear, up-to-date CRM status to avoid back-and-forth and stalled onboarding. This workflow updates the contact record automatically so onboarding coordinators get same-day visibility and can act immediately.