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Set evaluation and product flags on funding requests

Set evaluation and product flags on funding requests

Your funding requests miss evaluation or product-confirmation markers, so coordinators chase incomplete approvals. Updated flags let coordinators prioritize and decide same day.

Set evaluation and product flags on funding requests

Overview

When evaluation statuses change, coordinators need clear next steps or approvals stall. This workflow writes evaluation and product-confirmation flags back to the CRM automatically so coordinators can prioritize eligible funding requests and reach decisions the same day.

Set evaluation and product flags on funding requests