Add new contract signees to onboarding lists and spaces
Add new contract signees to onboarding lists and spaces
Your completed contracts miss community access and email lists, delaying welcomes and onboarding context for coordinators. Enroll and tag new members for community access and email onboarding same day.
Overview
Signed contracts should immediately turn into an actionable onboarding record, not manual follow-up tasks. This flow enrolls and tags signees into your community and email onboarding within minutes, so coordinators can welcome and support them the same day.