Update program registration to client triage in CRM
Update program registration to client triage in CRM
Your program registrations and payments staying unprocessed in forms delay intake and billing. Move paid registrations to CRM triage so coordinators can start onboarding same day.
Workflow preview:
Zap details:
Overview
Unprocessed paid registrations create intake friction and delay billing for your programs. Move completed registrations straight into your CRM triage stage so program coordinators can action onboarding and billing the same day.