Add partner portal form submissions to lead database
Add partner portal form submissions to lead database
Your partner portal form submissions arrive untracked, leaving coordinators without contact or project context. Coordinators get lead records with project notes so they can start outreach same day.
Overview
Untracked partner signups create manual handoffs and slow outreach. This flow captures every partner submission as a lead with project context so program coordinators can begin outreach the same day and reduce onboarding lag.