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Create approved account rows from new application responses

Create approved account rows from new application responses

Your application entries live in an intake sheet and require manual copying on approval, delaying onboarding and billing. Approved rows are moved to the approved sheet so you can start setup same day.

Create approved account rows from new application responses

Overview

Manual copying of approved applications creates onboarding delays and billing gaps. This workflow moves approved rows into your approved accounts worksheet automatically so program coordinators and billing staff can start setup the same day.

Create approved account rows from new application responses