Send pitch form to release contacts and update record
Send pitch form to release contacts and update record
Your release records missing a completed pitch form force coordinators to chase details and stall digital releases. This sends the form and updates the planning record so intake is ready same day.
Workflow preview:
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Overview
Incomplete pitch forms create manual follow-up and delay digital release prep; this flow removes that friction. It emails the missing intake form and flags the planning record so coordinators have the required details available same day.