Send co-member invite and create linked member record
Send co-member invite and create linked member record
Tagged members often miss co-member invites, leaving co-members uninvited and coordinators without connection context. Send invites and create a link record so co-members are onboarded the same day.
Overview
Tagged member changes often leave co-members uninvited and coordinators scrambling to track relationships. This workflow sends invites and records the connection automatically, so co-members are onboarded and records updated the same day.