Create customer record and log regional progress rows

Your referral submissions lack structured records, causing delayed follow-up and unclear regional ownership. They get consistent customer records and regional rows for same-day follow-up.

Overview

Unstructured referrals slow reps and obscure regional ownership. This flow captures each submission as a customer record and appends it to the correct regional progress sheet, giving coordinators and reps clear ownership and same-day follow-up capability.