Keep session submissions aligned for IT and reviewers
Keep session submissions aligned for IT and reviewers
IT teams receive interest-session forms with missing attachments that stall reviewers and risk delayed intake. Ensure CRM records and shareable file links reach reviewers so evaluation starts faster.
Overview
Lost attachments and stalled reviews create manual work for operations and risk delayed intake; IT should stop fixes after the fact. Implementing a form-to-CRM + file-link flow ensures consistent records and accessible attachments so reviewers begin evaluation faster and manual data entry is reduced.
Notable Features
- Create application records in CRM
- Upload and link submission files
- Notify reviewers with submission links