Create participant & contact records plus enrollment rows
Create participant & contact records plus enrollment rows
Your enrollment form submissions lack linked participant and contact records, causing outreach gaps. Create complete participant and contact entries so coordinators can start outreach same day.
Overview
Intake updates should be structured data, not manual follow-ups; this flow turns each updated form entry into full participant and contact records and a tracked enrollment row. Program coordinators get complete registrant profiles and can start outreach and roster tasks the same day.