Send verification email, update record, route for approval
Send verification email, update record, route for approval
Your membership form submissions arrive without verification status, blocking sales ops from inviting members. It updates the central record and sends verification emails so coordinators can act same day.
Overview
Manual verification work slows member activation and clogs Sales Ops with rework; this flow turns every form response into a tracked member update, email, and a routed review when needed. That lets your team invite or onboard members the same day and cut manual triage.