Create participant CRM contacts from pre-screen spreadsheet rows
Create participant CRM contacts from pre-screen spreadsheet rows
Your pre-screen spreadsheet rows go unprocessed and leave coordinators without contacts. Created contacts let coordinators reach participants same day for timely scheduling.
Overview
When pre‑screen rows sit idle, recruitment outreach slips and study timelines slow. This flow turns each row into an accurate CRM contact so participant experience coordinators can begin outreach and schedule visits same day.