Set primary contact for new organisation records instantly
Set primary contact for new organisation records instantly
You create organisation records without a lead contact, leaving program coordinators unsure who owns outreach. Coordinators can start outreach same day when the primary contact is populated automatically.
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Overview
When new partner organisations arrive without a lead contact, coordinators spend time hunting for who should own outreach and relationships. This flow links organisations to existing people so your operations and program staff can begin outreach the same day and keep records clean.