Set approved attendee qualification on CRM contact records
Set approved attendee qualification on CRM contact records
Your registration records often reach CRM without approval tags, leaving coordinators unsure who to contact. Mark contacts as approved so coordinators can begin targeted outreach same day.
Overview
When approved registrations don't propagate to your CRM, coordinators waste time and miss outreach windows. This flow marks contacts as approved, tags the source record, and alerts ops so enrollment messaging can start the same day.