Add signed deed contacts to onboarding lists quickly
Add signed deed contacts to onboarding lists quickly
Your deed-signed spreadsheet rows don't update contact audiences, causing missed welcome emails. It keeps lists current so you send welcome outreach and finish onboarding same day.
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Overview
Missed deed-signed rows create gaps in onboarding and delay welcome outreach. This flow converts signed rows into populated onboarding audiences so coordinators can send welcome communications and complete enrollment work same day.