Add advocate form responses to customer reference records
Add advocate form responses to customer reference records
Advocate form responses aren't recorded in the reference registry, leaving coordinators without verified contacts. It creates a reference record and flags the account so coordinators can act same day.
Overview
When advocates opt in you need a verified registry quickly so coordinators can engage. This workflow captures opt-ins, creates reference records, and flags accounts—so program coordinators can start outreach the same day.