Executive director: link applicants to contact and app

Project managers miss applicant details on intake forms, stalling scheduling. This creates linked contact and application records on submission so staff can begin intake.

Overview

Intake gaps delay program starts and frustrate applicants. This workflow ensures every submission creates a linked contact and completed application so project managers can begin intake without manual entry, driving faster handoffs and fewer missed fields.

Notable Features

Create linked contact records automatically
Generate completed application records
Alert staff to start intake