Create referral leads from manual form submissions today
Create referral leads from manual form submissions today
Your manual referral form entries sit untracked and require manual copy to your lead list, slowing donor outreach. Centralize those referrals so coordinators can start outreach same day.
Overview
Manual referral entries often sit in forms and never make it into your outreach queue, cooling donor interest. This workflow captures each named referral from submitted forms and pushes them into your lead intake the same day so coordinators can begin follow-up immediately.