Update onboarding lead records with start dates and tasks

Onboarding survey rows often leave start dates out of sync and slow coordinator prep. Automatic updates set dates, tasks, and activity notes so coordinators are ready before client start.

Overview

When onboarding survey rows change, manual updates create gaps that delay coordinator prep and client-facing steps. This flow keeps lead records, start dates, and follow-up tasks current so your support ops team can prepare clients ahead of each start.