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For IT: Capture orientation submissions and register attendees

IT teams miss orientation signups in spreadsheets, causing capacity miscounts. This logs signups to the cohort roster, enrolls attendees, and updates deal records so operations keeps capacity accurate.

For IT: Capture orientation submissions and register attendees

Overview

Missed or duplicate orientation registrations create capacity headaches and manual rework for operations. This workflow captures every form signup, enrolls attendees in the webinar, and updates deal records so operations maintains accurate capacity and registration tracking with far fewer manual fixes.

Notable Features

  • Add each signup to roster
  • Enroll registrants in webinar
  • Update deal records in CRM

For IT: Capture orientation submissions and register attendees