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Create contact from screening form entries for follow-up

Create contact from screening form entries for follow-up

Unchecked screening form entries delay volunteer vetting and leave coordinators without caller contacts. Add contacts automatically so coordinators can start outreach the same day.

Create contact from screening form entries for follow-up

Overview

When screening entries sit unprocessed, volunteer outreach stalls and program intake slips. This flow turns each screening submission into a normalized contact record and routes it to your coordinators so outreach can begin the same day.

Create contact from screening form entries for follow-up