Add signed consent signers to CRM contact records
Add signed consent signers to CRM contact records
Your signed consent forms sit unrecorded, leaving signers out of your contact list and delaying outreach and billing. They are added to CRM with opt-in tags so coordinators can act the same day.
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Overview
Signed releases are a high-value signal, yet they often never make it into your CRM. This workflow captures signers as opt-in contacts and tags them so coordinators can begin outreach and billing without manual steps, often the same day.