Update contact record and deliver coaching template file
Update contact record and deliver coaching template file
Your customer update form and uploaded templates aren't linked to contacts, leaving coordinators without delivery context. It records delivery, attaches the PDF, enrolls the contact in onboarding, and notifies the team same day.
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Overview
When customer update forms and PDFs aren't connected to contacts, coordinators scramble and onboarding stalls. This flow attaches the template to the contact, records delivery status, enrolls the contact in onboarding, and alerts your team so follow-up happens same day.