Update onboarding contact and move the opportunity stage

Your onboarding form submissions aren't added to CRM contacts, leaving coordinators without intake details. It updates contact fields and advances onboarding so your team can start setup same day.

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Overview

Onboarding intake often sits in forms while CRM records remain stale, which slows client setup and handoffs. This flow keeps contact records and onboarding opportunities current so program coordinators can begin setup the same day and avoid manual re-entry.