Update CRM contact onboarding status from new booking

Your welcome-call bookings arrive without onboarding status or assigned advisor, causing handoffs and missed prep. That ensures coordinators see updated contacts and assigned advisors before the call.

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Overview

When welcome-call bookings arrive without an owner or status, onboarding stalls and coordinators scramble. This flow assigns the correct advisor and updates onboarding status within hours of booking, giving coordinators an actionable list ahead of each call.