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Send intake alerts for qualifying client form responses

Send intake alerts for qualifying client form responses

Intake forms arrive untriaged, leaving coordinators without context and delaying proposals. Coordinators receive alerts so requests are triaged and proposals are ready next business day.

Send intake alerts for qualifying client form responses

Overview

When clients request offers, untriaged responses stall momentum and waste coordinator time; this flow surfaces qualifying intake immediately to program coordinators. That means triage-ready requests arrive within minutes so proposals can be prepared by the next business day.

Send intake alerts for qualifying client form responses