Add new member to CRM and enroll program
Add new member to CRM and enroll program
New memberships arrive without CRM records or program enrolments, delaying onboarding and welcome messaging. Add the contact and enroll them so coordinators can begin training the same day.
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Overview
When new class or challenge signups don't reach your CRM and training platform, onboarding stalls and clients miss welcome messages. This flow captures each membership, creates or updates the contact, and enrolls the client so coordinators can begin training the same day.