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Create grant records when submissions enter reviewed folder

Create grant records when submissions enter reviewed folder

Your grant applications are left unrecorded when reviewers move them to the reviewed folder, delaying processing and audits. It creates immediate application records for grant managers same day.

Create grant records when submissions enter reviewed folder

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Overview

When reviewers move applications into the reviewed folder, this flow immediately creates a standardized CRM record so grant staff no longer re-enter data. The result is faster triage and consistent records available for same-day processing and reporting.

Create grant records when submissions enter reviewed folder