For IT: keep project directories current for tour-tagged contacts

IT staff lose tour-tagged CRM contacts when registrations don't reach project directories, causing coordinators to miss members. It creates directory people so coordinators act faster.

Overview

Missed CRM-to-directory handoffs leave coordinators chasing members and delay program starts. This workflow creates or updates project-directory people from tour-tagged CRM contacts, eliminating manual imports so coordinators have zero missed follow-ups and faster handoffs.

Notable Features

Create or update directory people
Filter contacts by tour tag
Notify coordinators of new members