Send welcome email to approved applicants and update record
Send welcome email to approved applicants and update record
Approved investor records can sit without outreach, leaving new members unsure how to access the portal. It sends a welcome email and stamps the record so coordinators can finish onboarding same day.
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Overview
When approved applicants sit without outreach, onboarding stalls and membership activation is delayed. This flow sends a tailored welcome email within minutes and records the outreach so membership coordinators can complete onboarding the same day.