Add self-referral form entries to centralized leads sheet
Add self-referral form entries to centralized leads sheet
Your self-referral form entries are scattered across email and sheets, leaving coordinators without a reliable leads list. They get consolidated into one worksheet for same-day outreach.
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Overview
Stop referral submissions from getting lost across inboxes and sheets by funneling every self-referral into a single leads worksheet. Program coordinators get a clean, ready-to-use outreach list so they can start contacting referrals the same day and reduce intake lag.