Update contact record with activation link for onboarding
Update contact record with activation link for onboarding
Site registrations include activation links that never reach CRM contacts, leaving reps without access. It copies the activation URL into the CRM contact so coordinators can finish setup same day.
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Overview
Stop onboarding slowdowns by ensuring activation URLs from site registrations are visible in the CRM the moment a user signs up. Onboarding coordinators and account managers can complete setup and grant access same day, cutting manual lookups and follow-up.