Add new spreadsheet leads to membership CRM by program

Your signup rows lack program routing, so leads sit unassigned and front-desk follow-up stalls. Leads are added to the membership CRM with program tags so staff contact prospects same day.

Overview

If signup rows aren't routed, prospects go cold and class capacity suffers; this flow makes sure every updated row becomes a contact in your membership CRM with the right program tag. Front-desk staff and program coordinators can act on leads the same day, turning sheet clutter into prompt outreach.