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Create care directive engagement and update deal record

Create care directive engagement and update deal record

Your care directive form submissions land untracked, delaying intake and assignment for program coordinators. It creates a deal record and marks it ready so intake can start same day.

Create care directive engagement and update deal record

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Overview

When care-directive submissions arrive untracked, intake stalls and coordinators waste hours reconciling data. This workflow captures each submission into your deal tracker, matches or creates a client record, and marks the engagement ready so intake can begin the same day.

Create care directive engagement and update deal record