Update onboarding checklist with account data after review
Update onboarding checklist with account data after review
When completed checklist tasks don't pull CRM account and signer details, coordinators lack client setup context. Get those fields written back so provisioning and compliance can proceed same day.
Overview
Incomplete checklist fields during onboarding stall provisioning and expose compliance gaps. This workflow writes CRM account and signer details back into the checklist, giving program coordinators and IT provisioning teams the client context they need to start setup same day.