Create purchase and freelancer request records in CRM
Create purchase and freelancer request records in CRM
Your intake form sends purchase and freelancer requests without routing, so program coordinators can't triage approvals. It creates CRM request records and notifies approvers so decisions can happen same day.
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Overview
Untracked purchase requests create delays and force program coordinators to chase approvals manually. This flow captures each intake submission as a CRM request and emails the approval group, so approvers can resolve requests the same day and projects keep moving.