1 Upload both files

📋

Onboarding Tracker

CSV with First Name, Last Name, Case Manager

📇

CRM User Export

CSV with First Name, Last Name, Email

2 Who's transferring, and to whom?

Current Case Manager in the tracker

Matches the Case Manager column. Click a name above to fill this in.

New Case Manager's name (goes in the email)

Used for {{newcm}} in the template below.

New CM's phone

New CM's email

Subject line

Email body — {{first}} = client first name, {{newcm}} = new CM, {{phone}}, {{cmemail}}