Update onboarding status when welcome call is scheduled

Your welcome call bookings arrive without CRM context and leave coordinators unprepared. Keep lead records and marketing tags updated so coordinators have context same day.

Overview

When welcome calls are scheduled without CRM updates, coordinators lack context and follow-ups slip. This flow writes booking details into the customer record, advances the onboarding stage, and applies marketing tags so program coordinators have same-day readiness for next steps.