Update lead status and task to paid sign up
Update lead status and task to paid sign up
Your paid signups and lead rows fall out of sync, leaving coordinators without current status. Align lead records and regional tasks so coordinators can act on paid signups same day.
Overview
Out-of-sync paid signups create wasted outreach and slow onboarding. This flow makes lead rows and regional tasks authoritative the moment a paid signup arrives, so chapter leads and program coordinators can engage members the same day.