Enroll new purchaser in CRM and membership workflow
Enroll new purchaser in CRM and membership workflow
Your membership purchases sometimes lack a matching CRM record or workflow enrollment, creating onboarding gaps. Capture and enroll purchasers automatically so onboarding starts within minutes.
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Overview
When membership purchases bypass CRM capture, onboarding and member communications slip and coordinators must chase records. This flow captures each purchaser, updates or creates their contact, and enrolls them in the membership workflow within minutes so program coordinators can begin onboarding the same day.