Update client onboarding tracker when ticket is closed
Update client onboarding tracker when ticket is closed
Your onboarding tickets change without updating your tracker rows, leaving coordinators unsure which items are complete. Keep rows current so coordinators can finalize handoffs same day.
Overview
Stop manual updates between service tickets and your onboarding tracker to prevent missed handoffs and wasted PM time. With this flow, coordinators see accurate completion flags and can complete client handoffs same day.