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Create new client account and user from intake

Create new client account and user from intake

Your new-church intake sits unprocessed, delaying account and user setup for campaigns. You’ll have client accounts and admin users ready the same day.

Create new client account and user from intake

Overview

Unprocessed intake submissions create delays in onboarding and risk missing campaign windows. This flow provisions the client location, creates an admin user, enrolls the contact in onboarding, and logs the account so coordinators can act the same day.

Create new client account and user from intake