Add workshop registrants to CRM and event logs
Add workshop registrants to CRM and event logs
Your workshop registrations arrive without CRM context, delaying intake and follow-up. Registrants are added to CRM and event logs so staff can follow up and track attendance same day.
Overview
Stop leaving workshop signups trapped in an inbox — ensure every estate-planning registrant becomes a tracked prospect and a recorded attendance row. That gives your intake staff clear follow-up work and marketing attribution within the same day.