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Update customer records and assign community roles instantly

Update customer records and assign community roles instantly

Your verification responses arrive without linked customer records, causing coordinators to search manually. You get updated records and community roles so onboarding and outreach happen same day.

Update customer records and assign community roles instantly

Overview

When verification responses arrive without matching profiles, coordinators waste time searching and onboarding stalls. This workflow updates the customer record and triggers role assignment so members are verified and ready for outreach the same day.

Update customer records and assign community roles instantly