Update onboarding run from CRM deal and organization data
Update onboarding run from CRM deal and organization data
You run onboarding checklists, but stale CRM deal and org data delay billing and training. It refreshes checklist fields from CRM so coordinators finish setup before the next billing run.
Overview
Incomplete CRM data slows every client onboarding and pushes billing and training downstream; this flow removes that friction. It keeps onboarding checklist runs populated with the latest deal and organization details so coordinators can complete setup within minutes and meet the next billing run.