Keep regional volunteer rosters accurate for program coordinators
Keep regional volunteer rosters accurate for program coordinators
Program directors miss volunteer contact updates, creating stale rosters and missed outreach. Coordinators get gendered contact lists from CRM so outreach uses accurate, active contacts.
Overview
Program directors risk stale volunteer rosters and mis-scheduled outreach when CRM changes don't reach spreadsheets. This workflow keeps CRM updates flowing into gender-specific rosters so coordinators always use current, active contacts and avoid missed outreach.
Notable Features
- Keep gendered rosters up to date
- Remove inactive volunteers from sheets
- Notify coordinators of roster changes