Create contact records and attendee roster from workshops
Create contact records and attendee roster from workshops
Your workshop signups arrive without attendee records, delaying confirmations and manual follow-up. They are added to your CRM and shared roster so coordinators can act same day.
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Overview
Uncaptured workshop signups create last-minute scrambling and missed confirmations. This flow captures each registration into your CRM and a shared roster so client services can confirm attendees and prepare materials the same day.