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    CRM Checklist 001

    • General
    • Registration Checklist
    • Individual Generated Registration Checklist
    • Non-Generated Registration Checklist
    • Company Generated Registration Checklist
    • Consent Forms
    • Main Checklists - Revision

    • Individual Generated Registration Checklist

      In this section, you will find four scenarios tailored to a specific confirmation method for completing generated registrations in the CRM.

      Click each link to open it in a new tab:

      Scenario 1: CN Staff Registered with Student Consent

      Scenario 2: Confirmed Client Registered/Started - Confirmation by Email

      Scenario 3: Confirmed Client Registered/Started - Confirmation by Social Media or Text Message

      Scenario 4: Confirmed Client Registered/Started - Confirmation in Person, by Phone or Virtually
      ◄Registration ChecklistNon-Generated Registration Checklist►
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