Attach intake business plans to intake submission records

Your form business plan uploads go untracked, delaying review and campaign segmentation. They are stored with secure links in your intake table so coordinators can review submissions same day.

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Overview

Intake business plans for loan or program applications often arrive disconnected from your intake database, delaying segmentation and outreach. This flow stores each upload securely and attaches a working link to the intake record so program coordinators can review and begin outreach the same day.