Update onboarding stage and website listing from CRM
Update onboarding stage and website listing from CRM
Your onboarding records and site listing fall out of sync when a company reaches approved without an assigned manager. It advances CRM status and publishes the onboarding page same day.
Overview
When approved companies lack an assigned onboarding owner, web pages and CRM status can lag and slow launches. This flow advances the CRM stage and publishes the onboarding page automatically so coordinators get live content same day.