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Create donor onboarding records from submitted intake forms

Create donor onboarding records from submitted intake forms

Your donor onboarding form submissions sit unentered, delaying assignment and outreach for new prospects. They become structured records for development officers to act on the same day.

Create donor onboarding records from submitted intake forms

Overview

When onboarding forms don't land in your system, outreach stalls and prospects cool. This flow turns each submission into a searchable donor record and flags it for intake, so development officers can start outreach the same day.

Create donor onboarding records from submitted intake forms