Update onboarding status from new contact list entry
Update onboarding status from new contact list entry
Your onboarding contacts sometimes lack completion status when added to the onboarding list, creating scheduling gaps. It updates the program record so coordinators see completion the same day.
Overview
When onboarding contacts aren't reflected in your program tracker, project managers can't confirm completion or schedule next tasks. This flow updates the onboarding record as contacts are added so coordinators see completion the same day and reduce scheduling errors.