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Create outreach and tracking records for social leads

Create outreach and tracking records for social leads

Your social signups come with incomplete contacts and no tracker, causing manual triage. Leads get logged, recruiters alerted, and volunteers receive immediate follow-up same day.

Create outreach and tracking records for social leads

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Overview

When social study signups arrive with messy or missing contact details, recruiters waste time triaging and volunteers cool off. This flow captures each signup, alerts recruiting, and sends immediate thank-you messages so follow-up begins the same day.

Create outreach and tracking records for social leads