Add startup applicants to program intake and notify
Add startup applicants to program intake and notify
Your startup program applications in CRM lack eligibility context and delay credit approvals. It adds applicants to an intake table and sends eligibility emails so credits are applied same day.
Overview
Manual intake creates delays and extra work for program coordinators and billing staff. This flow captures CRM applicants, enriches records with payment and CS profile data, and sends eligibility emails so credits are applied the same day.