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Create member tracking rows from each new signup

Create member tracking rows from each new signup

Your program signups arrive untracked, leaving coordinators without contact or intake context. They are logged to your tracking sheet so coordinators can begin outreach same day.

Create member tracking rows from each new signup

Overview

Untracked signups create manual copying and slow outreach, which delays onboarding. This flow captures each qualifying signup into a shared tracking sheet so coordinators see intake details and can start outreach the same day.

Create member tracking rows from each new signup