Create referrer contact and return ID for routing
Create referrer contact and return ID for routing
You get submission data for referrers that often aren't in your contact board, causing lookup delays and missed handoffs. Create or match the referrer so coordinators can route referrals same day.
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Overview
When referrer submissions arrive without a contact record, follow-up stalls and handoffs slip. This flow finds or creates the referrer record and returns its identifier so coordinators can route and follow up the same day.