July 25, 2023
We understand that customer onboarding typically involves multiple stakeholders, each with their own unique responsibilities.
That's why we've introduced custom roles, allowing onboarding managers to create unique, tailored roles within their Arrows onboarding plans and templates.
Whether it's legal, billing, design, or any other role specific to your customer's business, now you can ensure that every task in your onboarding process has the right designated owner.
So, what does this mean for you? Let's break it down:
With Custom Roles, you have the flexibility to define roles that align with your customer's structure and processes. This means you can create onboarding plans that truly reflect your business needs.
By assigning tasks to specific roles, you're bringing clarity to the onboarding process. Everyone involved knows exactly what they need to do, streamlining communication and reducing the risk of tasks slipping through the cracks.
You probably have some tasks that are always given to the billing coordinator or designer. Now, you can simply assign these roles to tasks at the template level. Once you've created a plan, you only need to assign the role once, and the system will automatically assign the person in that role to all related tasks. This saves you time and effort, streamlining your workflow.
🌟 Want to make things even easier and automatically update your internal team's roles based on user properties in HubSpot? Check out dynamic role assignment!
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