Add validated members to the relevant community spaces
Add validated members to the relevant community spaces
Your new community signups lack CRM entitlement context, so members miss spaces and require manual triage. Members are routed into correct spaces automatically the same day.
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Overview
Validate new community members against CRM entitlement data and automatically place them into the right specialty spaces so program managers stop doing manual routing. Members show up in the correct spaces within minutes, reducing follow-up work the same day.