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Create new client contact from enrollment intake form

Create new client contact from enrollment intake form

Your enrollment form submissions go unprocessed, leaving contact and shipping blank and delaying intake. It creates CRM contacts for coordinators so onboarding and shipping start same day.

Create new client contact from enrollment intake form

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Overview

Unprocessed enrollment forms slow onboarding and delay shipments for coordinators and billing staff. This flow turns each submission into a complete, tagged CRM contact within minutes so intake and shipping can start work same day.

Create new client contact from enrollment intake form