The following tags are in use by the Onboarding team in SAs: (6/28/24)
| Tag | Meaning | Expires | Active? |
|---|---|---|---|
| Jumpstart Video Call | Applied when a JS call has taken place. | x | |
| Jumpstart - Not Needed | For new users who have already signed up for ProConnect | x | |
| Jumpstart Video Call 30-Day Offer | Video call offers that are sent 30 days after opening account that have not previously had jumpstart call. | x | |
| Jumpstart Video Call Canceled | Use if a client canceled a Jumpstart call and has not rescheduled. | x | |
| Jumpstart Video Call Offered | For users who have been offered a JS call | x | |
| Jumpstart Video Call Prospect | Applied to SA of users that have not had a JS call or would benefit from one. | x | |
| Jumpstart Video Call Scheduled | Users who have scheduled their JS call | x | |
| Welcome Call - Not Possible | Used when it's a not same person as on file, no ph nbr on file, mailbox is full, non-working nbr | x | |
| Welcome Call | Applied when a new user has had a Welcome Call or have had a VM left welcoming them to OR | x |