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Create referral board item from qualifying sheet rows

Create referral board item from qualifying sheet rows

Your spreadsheet referrer rows remain untriaged, delaying intake and client outreach. Board items are created automatically so coordinators can assign and contact referrals same day.

Create referral board item from qualifying sheet rows

Overview

Stop missing referrals by turning qualifying spreadsheet rows into actionable board items so referral coordinators have clear work to triage and assign immediately. Coordinators can contact prospects same day, shrinking intake lag and improving client access.

Create referral board item from qualifying sheet rows