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For head of research: route applicant forms to coordinators

For head of research: route applicant forms to coordinators

Head of Research misses applicants when contact forms get buried, risking recruitment quotas and study start dates. This workflow routes submissions to operations and regional coordinators and flags uncontacted applicants so intake begins within the 14-day window.

For head of research: route applicant forms to coordinators

Overview

Missing applicant follow-ups delays studies and jeopardizes recruitment quotas for market research teams. This workflow ensures every contact form lands with operations and the right regional coordinator, creating follow-up tasks and an audit trail so intake begins before the deadline and missed handoffs are eliminated.

Notable Features

  • Route submissions by region
  • Notify operations and coordinators
  • Create follow-up tasks and reminders

For head of research: route applicant forms to coordinators