Keep delegate rosters accurate for events sales managers

Sales managers processing delegate signups miss attendee records in forms, causing event check-in errors and sales handoff gaps. Automated roster updates ensure accurate check-in and smooth handoffs.

Overview

Missed delegate records cause chaos at event check-in and break sales handoffs. This flow consolidates form signups with CRM attendee records and keeps the master delegates spreadsheet accurate, so ops and sales start check-in with confidence and no missed follow-ups.

Notable Features

Create or update roster rows
Pull attendee details from CRM
Notify ops and sales additions