Add next of kin contacts to CRM from sheet

Your arrangement spreadsheet rows with next-of-kin details can leave staff scrambling to find contacts during case intake. You get consistent CRM contacts for outreach and case prep within minutes.

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Overview

Manual copying from intake sheets wastes time and risks missed family outreach; ensure next-of-kin entries land in your CRM the same day so program coordinators can begin outreach immediately. This flow reduces manual work and keeps case notes attached to the right contact ahead of outreach SLAs.