Add registrations to program tracker spreadsheet for staff
Add registrations to program tracker spreadsheet for staff
Your registration form entries lack unified context, so coordinators can't prioritize referrals for outreach. They receive a single tracker entry so outreach and reporting happen same day.
Overview
Unmatched registrations force your program coordinators into manual reconciliation and slow outreach; this flow centralizes every form entry into a single registration tracker and surfaces whether a CRM contact matched. That gives your intake staff an auditable record and speeds outreach so they can act the same day.