Add new customer record from signed waiver entries
Add new customer record from signed waiver entries
Signed waivers often sit as unprocessed forms, leaving participant records incomplete. This creates contact records automatically so coordinators can start enrollment outreach same day.
Overview
Signed waivers shouldn't end up as PDFs on someone's desk. This flow converts each signed waiver into a contact record and notifies coordinators so enrollment outreach can begin same day and rosters stay accurate.