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  2. Company 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
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    In this section, you will find four checklists tailored to a specific confirmation method for completing company-generated registrations in the CRM.

    Click each link to open it in a new tab:

    • Registered with Consent
     
    • Confirmation by Email
     
    • Confirmation in Person, by Phone or Virtually
     
    • Confirmation by Social Media or Text Message
     
    • Confirmation by Shared File
     
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