Mark referral records when waitlist card activity occurs
Mark referral records when waitlist card activity occurs
Your referral submissions lose waitlist status when team moves board cards, causing missed outreach and unclear intake. Get consistent waitlist flags so coordinators can follow up same day.
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Overview
When waitlist interest is tracked only on the board, referral intake becomes inconsistent and coordinators waste time reconciling. This flow writes a waitlist flag to the matched referral record so your program coordinators can prioritize outreach the same day.