Wellness chapter leads: route membership tasks to regions

Chapter leads processing membership forms miss regional follow-up and onboarding stalls. Create a qualification task and notify the correct regional team, so local staff act quickly and track next steps.

Overview

Chapter leads lose members when regional qualification lags; missed follow-ups stall onboarding and hurt retention. This workflow routes every membership submission to the correct regional queue and creates a qualification task, eliminating missed handoffs so local staff can act quickly. Teams report faster handoffs and zero missed follow-ups.

Notable Features

Create qualification task per submission
Route tasks to regional owners
Attach form details to task