Assign guest pass and update contact with presale links
Assign guest pass and update contact with presale links
Your new member contacts lack guest pass assignments and presale links, forcing manual tracking. Assign passes and presale links so membership and sales ops can act same day.
Overview
New membership leads often arrive without assigned passes or presale links, forcing membership managers into manual matching and slowing outreach. This flow reserves a guest pass, updates rounds and contact records, and enrolls the contact in the guest-pass email sequence so your team can message members same day and avoid manual bottlenecks.