Create grant records and attach submission files for review
Create grant records and attach submission files for review
Your grant form submissions go untracked in inboxes, delaying review and preventing applicant matching. Create CRM records with attached documents so coordinators can review same day.
Overview
Intake backlog and missing attachments slow down admissions review and risk missed deadlines. This flow converts every grant submission into a CRM application record with supporting files attached, so your program coordinators can triage and review applicants the same day.