Update onboarding status in central customer tracker immediately
Update onboarding status in central customer tracker immediately
Your onboarding tracker goes out of sync when project status updates aren't mirrored, leaving coordinators unsure of readiness. That keeps status current so managers can complete setups the same day.
Overview
When project records move to finished but your tracker lags, coordinators waste time confirming completion and customers stall. This flow keeps onboarding records current and visible so managers can finalize setups the same day and avoid follow-up delays.