Create member record and onboarding tasks in CRM
Create member record and onboarding tasks in CRM
New subscriptions bypass CRM entry and scheduling, creating manual follow-ups. The flow creates CRM records, assigns voucher codes, and schedules onboarding so coordinators can act within minutes.
Overview
New subscriptions must enter the sales process immediately or reps and coordinators waste time on manual entry. This flow captures the subscriber, reserves a voucher, opens a deal, and schedules onboarding touchpoints so your team can begin outreach within minutes.