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Create triage contact and report rows for applicants

Create triage contact and report rows for applicants

Paid strategy session applications arrive without tags or reporting, forcing manual triage. You get structured records, tags, and reporting rows for same-day triage.

Create triage contact and report rows for applicants

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Overview

When paid applicants land without structured tags or reporting, program coordinators waste time prepping and confirmations slip. This workflow captures each submission into contact records, marketing lists, and reporting rows so coordinators can triage and confirm calls same day.

Create triage contact and report rows for applicants