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Create program project and contact from intake form

Create program project and contact from intake form

Your intake submissions often arrive unprocessed, causing manual entry and missed consults. It creates project and contact records so coordinators can start outreach same day.

Create program project and contact from intake form

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Overview

Intake forms should trigger enrollment work, not administrative backlog. This flow turns each submission into account, contact, and program project records so coordinators can begin outreach and scheduling the same day. It eliminates manual entry and shortens time-to-contact.

Create program project and contact from intake form