Create or find referrer contact record for your database
Create or find referrer contact record for your database
Referral submissions lack matching contact records, making coordinators search manually. Create or return one referrer record so outreach and routing proceed same day.
Overview
When referral details arrive without an existing contact, coordinators waste time and outreach stalls. This sub-workflow ensures each referrer is created or returned so your coordinators get contact context and can route or reach out same day.