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Create member records and mark marketing when join fee paid

Create member records and mark marketing when join fee paid

Paid applicants aren't moved into your members sheet, causing manual copying and delayed onboarding. Add them to the members DB and tag marketing immediately so coordinators can onboard same day.

Create member records and mark marketing when join fee paid

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Overview

Stop manual copying and onboarding lag by turning paid deal moves into complete member records and marketing updates. Program coordinators see new members in your DB immediately, and campaign managers get updated lists the same day.

Create member records and mark marketing when join fee paid