Update onboarding status when a welcome call is declined
Update onboarding status when a welcome call is declined
Your onboarding records miss declined welcome calls, causing duplicate outreach and confusion over ownership. This updates the onboarding status so coordinators can reassign work same day.
Overview
Declined welcome calls often trigger duplicate outreach and slow onboarding handoffs. This flow automatically marks the client's onboarding record and notifies the owner so coordinators can reassign work and stop redundant outreach the same day.