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Add closed clients to member community and group access

Closed-won submissions often skip community invites and group access, stalling onboarding. This adds members and updates CRM so program coordinators can begin engagement the same day.

Add closed clients to member community and group access

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Overview

When deals close, you need new clients inside your member community immediately so coaching and resources can start. This flow automatically invites closed clients, grants program-group access, and updates CRM so coordinators can begin onboarding the same day.

Add closed clients to member community and group access