Update donor records with submitted application files in CRM
Update donor records with submitted application files in CRM
Your web applications arrive without attached files, leaving donor records incomplete and delaying eligibility checks. Files are appended to the correct donor record so managers can review applications same day.
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Overview
Incomplete donor records slow application review and risk missed funding opportunities. This workflow attaches submitted files to the correct donor lead or contact so application managers and program coordinators can complete reviews same day.