Create contact records from referral signups for coordinators
Create contact records from referral signups for coordinators
Your referral signups arrive unrecorded, leaving veteran leads untracked and outreach delayed. They go into your contact table so coordinators can start outreach the same day.
Overview
Stop losing early-stage veteran referrals to inbox clutter and manual entry. This flow records every inbound referral into your contact table and makes it visible to program coordinators within minutes, enabling same-day outreach and faster eligibility screening.