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Assign nonprofit customers to discounted group and notify

Assign nonprofit customers to discounted group and notify

Your new customer signups often lack verified nonprofit information, so eligible organizations miss discounted pricing and billing adjustments. Flag and email approved accounts the same day.

Assign nonprofit customers to discounted group and notify

Overview

Manual nonprofit verification ties up operations and delays discounted pricing for qualifying buyers. This flow verifies EINs, tags approved customers for nonprofit pricing, and emails applicants automatically so discounts and outreach happen the same day.

Assign nonprofit customers to discounted group and notify