Add new group signups to CRM with note

You receive spreadsheet rows for group signups without CRM context, so reps can’t prioritize outreach. It creates CRM-ready leads and notes so coordinators can contact members the same day.

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Overview

When community signups sit only in a spreadsheet, outreach becomes slow and impersonal for a small team. This flow turns each qualifying row into a CRM lead with a structured note so campaign managers can contact new members the same day.