Add signed waiver contacts to CRM for training
Add signed waiver contacts to CRM for training
Your unprocessed waiver submissions leave attendee consent and records incomplete, delaying training scheduling and invoicing. Add signed-waiver contacts to CRM so coordinators can proceed same day.
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Overview
When participants sign your liability waiver, you need consent and contact details recorded before scheduling or invoicing. This flow captures those submissions as CRM contacts, tags them as consented, and gets program coordinators the information they need same day.