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Individual Generated Registration Checklist
CRM Checklist 001
Section outline
General
Registration Checklist
Individual Generated Registration Checklist
Non-Generated Registration Checklist
Company Generated Registration Checklist
Consent Forms
Main Checklists - Revision
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
