CRM Initiating 1

principals lead / account / opportunity created in the crm crm triggers the onboarding email to the customer with a unique reference included customer follows the link and onboards into detected customer completes onboarding with data synced back to the crm compliance complete workflows and make approve / decline decision with data synced back to the crm data flow \ config theme redux dark look classic layout dagre \ flowchart td subgraph casemanagement1\["case management"] casereview(\["approval decision"]) end subgraph onboardingportal\["onboarding portal"] onboardingfind(\["find entity"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph crm\["crm"] crmcreaterecord(\["create lead/account/opportunity etc"]) crmtrigger(\["trigger onboarding via email"]) end subgraph crm2\["crm"] crmupdaterecord(\["lead/account/opportunity etc"]) end subgraph detected\["detected"] casemanagement1 onboardingportal end sales((("sales"))) > crm crmcreaterecord > crmtrigger crmtrigger sends email to > customer((("customer"))) customer logs in > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement1 compliance((("compliance"))) complete required workflows > casemanagement1 onboardingportal update > crm2 casemanagement1 update > crm2