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Add welcome call attendees to CRM for onboarding before kickoff

Add welcome call attendees to CRM for onboarding before kickoff

Your welcome call bookings arrive without CRM contact updates, causing onboarding delays and missed prep. Contacts, phone numbers, appointment times, and advisor assignments are recorded so coordinators have context before kickoff.

Add welcome call attendees to CRM for onboarding before kickoff

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Add welcome call attendees to CRM for onboarding before kickoff