Business owners: keep applicant list deduplicated
Business owners: keep applicant list deduplicated
Business owners receive duplicate or outdated form applications, cluttering monitoring sheets and causing missed follow-ups. It adds only new submissions and blocks duplicates, so ops start triage.
Overview
Manual form imports leave monitoring sheets cluttered and follow-ups missed, threatening operational oversight and applicant experience. This workflow ensures only new, on-or-after submissions land in the monitoring sheet and blocks duplicates, letting operations start triage faster and removing noisy spreadsheets.
Notable Features
- Add only on-or-after submissions
- Prevent duplicate applicant entries
- Filter records by submission date