Mark disqualified program applicants and notify intake team
Mark disqualified program applicants and notify intake team
Your mentorship form entries missing investability markers cause manual triage and accidental outreach. Mark and route disqualified responses to CRM and intake so coordinators can triage same day.
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Overview
Stop reps from wasting outreach on applicants who can't invest and clutter your pipeline. This flow marks those submissions as disqualified in the CRM and posts a tidy summary to intake so coordinators can triage them same day.