Create referrer application record and notify team now
Create referrer application record and notify team now
Referrer applications arrive untracked and require manual copying, slowing intake. It records each submission to a sheet and alerts coordinators so they can act within minutes.
Overview
Untracked referral applications force coordinators into manual work and delay partner onboarding. This flow captures each submission into a shared tracking sheet and sends an immediate team email so intake can respond within minutes.