Assign community role to verified investor users on signup
Assign community role to verified investor users on signup
Your community signups that lack CRM identity leave investor users untagged and blocked from gated marketplace access. It assigns the right role so sales ops can onboard members same day.
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Overview
When community signups aren't linked to your CRM, investor users can be left untagged and blocked from marketplace features. This flow maps signups to CRM records and applies the correct investor role so sales ops can onboard members and prioritize outreach the same day.