Add referral form entries to your program waitlist sheet
Add referral form entries to your program waitlist sheet
Your referral form submissions go untracked, so coordinators miss timely follow-ups and enrollment chances. Capture referrals to your waitlist and notify coordinators for same-day follow-up.
Overview
When referral forms land in an inbox, intake coordinators waste hours on manual entry and timely outreach slips. This flow captures each referral to your waitlist sheet and notifies intake staff so outreach happens same day, reducing missed enrollments.