Create or update background check contact in CRM
Create or update background check contact in CRM
Your background registration submissions lack linked CRM records, causing manual entry and missed guardian outreach for coordinators. It creates accurate contact records for outreach same day.
Overview
Background registration events currently create manual CRM work and missed guardian outreach; this flow turns those events into reliable contact records and a centralized table entry for registration administrators. That lets staff contact guardians same day and keep compliance status current ahead of reviews.