Update onboarding task and tag account requests for ops
Update onboarding task and tag account requests for ops
Your preflight requests for platform accounts leave onboarding tasks untagged and lacking requester context, delaying setup handoffs. Tagged tasks let coordinators begin setup same day.
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Overview
When applicants request company platform accounts through your preflight form, onboarding tasks often lack tags and context, delaying broker handoffs and setup. This workflow updates the onboarding task, applies a request tag, and surfaces requester details so coordinators can begin setup same day.