Keep business coach applicant records with ID files
Keep business coach applicant records with ID files
Business coaches lose applicants when ID documents are missing, delaying onboarding and paid programs. This workflow stores submitted IDs and creates/updates CRM contacts so coaches can follow up quickly.
Overview
Business coaches risk losing applicants when identity documents get lost or disconnected from contacts. This workflow guarantees every submitted ID is stored and linked to a CRM record, enabling faster follow-up and reliable onboarding. Coaches report cleaner contact records and noticeably faster responses.
Notable Features
- Upload ID files to cloud
- Create or update CRM contacts
- Notify coach for immediate follow-up