Accelerate invites so sales ops contact eligible fundraising applicants

Sales ops miss eligible applicants when contact lags, causing candidates to disengage and harming fellowship intake. It ensures program managers invite qualified candidates promptly, preventing drop-off.

Overview

Uncontacted eligible applicants create fragile fundraising pipelines and risk losing qualified candidates. This workflow sends invitation emails and creates manager follow-ups as eligibility is recorded, resulting in fewer missed follow-ups and faster admissions handoffs.

Notable Features

Notify applicants when marked eligible
Create follow-up task for managers
Update application status in tracking system