Add new contacts to your contact tracker table
Add new contacts to your contact tracker table
Your CRM contacts sometimes don't reach your tracker, leaving outreach lists incomplete. Get a single up-to-date tracker so program managers can start outreach same day.
Overview
When contact updates don't appear in a single tracker, outreach stalls and enrollment opportunities are missed. This flow centralizes contact records into one up-to-date tracker so program managers can start outreach the same day and avoid follow-up gaps.