Add new pipeline signups to member roster and group
Add new pipeline signups to member roster and group
Your onboarding pipeline entries miss the member roster, causing welcome delays. This captures those entries into your roster and community so coordinators can message new members same day.
Overview
When onboarding-stage contacts never make it into your member roster, coordinators waste time and new members wait for the first touch. This flow captures those contacts into a central roster and the community so coordinators can send welcome messages the same day.