Reference Data Flows
CRMs
Detected Initiating 2
 principals customer creates their profile and completes onboarding tasks (optional) crm record is created when onboarding is completed compliance complete their full review and approve the profile crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart td subgraph onboardingportal\["onboarding portal"] onboardingfind(\["find entity"]) onboardingcompleteactions(\["complete onboarding tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement\["case management"] casereview(\["approval decision"]) end subgraph detected\["detected"] onboardingportal casemanagement end subgraph crm\["crm"] crmcreate(\["create or update \<br>lead/opportuntiy/account"]) end customer((("customer"))) "1 starts onboarding" > onboardingportal onboardingfind > onboardingcompleteactions onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "3 complete required workflows" > casemanagement casereview "4 update" > crm onboardingsubmit "2 (optional)\<br/>create" > crm