Set secondary coach on member and contact records
Set secondary coach on member and contact records
Your member and contact records fall out of sync when the secondary coach field changes, creating missed assignments. This keeps profiles aligned so coordinators can assign and schedule the same day.
Workflow preview:
Zap details:
Overview
When the secondary coach field is updated in your roster sheet, member profiles and contact records are updated automatically, preventing missed coach assignments. Program coordinators get consistent, reliable records and can assign and schedule the same day.