Update CRM from in-person meeting outcomes and sheet
Update CRM from in-person meeting outcomes and sheet
Your in-person meeting records miss clear status and notes, so coordinators can miss follow-ups. Keep CRM and follow-up rosters current so outreach and enrollments happen same day.
Overview
In-person meeting outcomes must update the contact profile immediately so coordinators can act. This flow turns meeting updates into CRM status changes, month-based follow-up rosters, and reschedule communications—so outreach and enrollments occur the same day.