Create membership and issue certificate for new contact
Create membership and issue certificate for new contact
New professional contacts added without memberships force coordinators to create accounts and transactions manually. It onboards members and issues credentials automatically the same day.
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Overview
If new members aren't provisioned quickly, program coordinators spend hours on manual setup and recognition lags. This flow auto-enrolls contacts, records transactions, and issues credentials so recognitions publish the same day and your business development team can focus on growth.