Keep operations intake clean by normalizing emails and tags
Keep operations intake clean by normalizing emails and tags
Operations coordinators handling program applications see inconsistent emails and missing referral flags, causing misrouted follow-ups and duplicates. Normalize emails; tag referrals so ops can process.
Overview
Operations coordinators lose time and cause misrouted follow-ups when emails are inconsistent and referral flags are missing. This workflow normalizes applicant emails and sets a referral/applicant tag at submission, delivering cleaner records and faster intake handoffs—teams report fewer duplicate contacts and smoother processing.
Notable Features
- Normalize applicant email formatting
- Set referral or applicant tag
- Update applicant record on submit