Send legacy interest email to stewardship and records team
Send legacy interest email to stewardship and records team
Your legacy interest submissions can sit unseen, delaying acknowledgements and donor record updates. The workflow notifies stewardship immediately so acknowledgements and records are ready the same day.
Overview
Stop relying on manual inbox checks for legacy interest submissions. This flow alerts stewardship and records staff within minutes so program coordinators can acknowledge intent and have donor records ready the same day.