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Create donor contacts from intake board for outreach

Create donor contacts from intake board for outreach

Your intake board submissions for potential donors often go unprocessed, delaying outreach and onboarding. It creates donor contact records and sends them to your database for outreach same day.

Create donor contacts from intake board for outreach

Overview

Intake board entries are only valuable if they become contacts your team can act on. This flow converts new submissions into donor contacts and routes them into your database so program coordinators can begin outreach the same day.

Create donor contacts from intake board for outreach