Add filtered in-person CFO RSVPs to event tracker
Add filtered in-person CFO RSVPs to event tracker
CRM records for in-person CFO sessions aren't in a central attendee list, leaving coordinators without registration context. Add matching records to a shared sheet for same-day prep.
Overview
When in-person CFO signups live only in CRM, program coordinators miss prep windows and outreach opportunities. This workflow routes qualifying event records into a shared attendee tracker so coordinators and registration staff have a consolidated list for same-day prep.