👤 Enrollment trigger
Enroll when Deal = Closed Won.
📤 1. AssignActions ▾
Onboarding specialist
✉ 2. SendActions ▾
Welcome email / schedule onboarding
✉ 4. SendActions ▾
Training materials & resources
⌛ 5. DelayActions ▾
2 days
⚙ 6. If/then branchActions ▾
Branch on onboarding status
Successful onboarding
⚙ TransitionActions ▾
To account management
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Stalled / challenges
☰ Add to listActions ▾
Needs additional support
📢 NotifyActions ▾
Onboarding specialist
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