Internal / customer collaboration

general flow sales / internal teams visit the onboarding portal logs in, finds the customers entity & views their required onboarding tasks (optional) crm record is created/updated sales complete the actions that they can sales invite the customer into the portal to review customer reviews actions, confirms, updates and submits the application compliance complete their review (optional) compliance reach out for additional information if required (optional) customer completes required additional information (optional) crm record is created or updated with additional information data flow \ config theme redux dark look classic layout dagre \ flowchart tb subgraph onboardingportal\["onboarding portal"] onboardinglogin(\["logs in"]) onboardingfind(\["find / confirm entity"]) onboardingupdate1(\["complete / update tasks"]) onboardingupdate2(\["invite customer"]) onboardingcompleteactions(\["review and update tasks"]) onboardingsubmit(\["submit profile"]) end subgraph casemanagement\["case management"] caseedd(\["optional additional information required"]) casereview(\["approval decision"]) end subgraph crm\["crm"] crmcreate(\["lead/opportuntiy/account"]) end subgraph detected\["detected"] onboardingportal casemanagement end sales((("sales"))) "1 visits onboarding portal" > onboardingportal onboardingfind > onboardingupdate1 onboardingcompleteactions > onboardingsubmit onboardingsubmit > casemanagement compliance((("compliance"))) "4 complete review workflows" > casemanagement casereview "7 create / update" > crm n1((("customer \& sales"))) "6 completes \<br>additional\<br> information" > onboardingportal caseedd "5 notified by email" > n1 onboardinglogin > onboardingfind customer((("customer"))) "3 customer logs in to portal" > onboardingcompleteactions onboardingupdate1 > onboardingupdate2 onboardingupdate2 "2 customer notified to complete onboarding" > customer style caseedd stroke width 1px,stroke dasharray 1 relevant apis / integration guides docid 6qlwfwddkxpsscj192lh docid 741bu5wp5qltopnzpx4w8