Update client CRM record from portal form submissions
Update client CRM record from portal form submissions
Your upgrade form responses bypass the CRM and leave enrollment and billing consent missing. Coordinators can start outreach and billing preparation same day.
Overview
When portal upgrade forms don't update CRM profiles, coordinators waste time reconciling missing enrollment and billing consents. This workflow keeps client person records current and tagged so program coordinators can begin outreach and billing prep same day.