Add event signups to project contact lists for brokers
Add event signups to project contact lists for brokers
Your event registrations may not reach the right project contact lists, leaving brokers without attendee details. Capture and tag each signup so brokers can begin outreach within minutes.
Overview
When event signups don't land in the right project lists, brokers lack attendee context and timely outreach stalls. This flow captures and routes each registration into the proper project contact list so brokers can begin outreach within minutes and handoffs happen before follow-up windows close.