Update grant records from completed supplier form pages
Update grant records from completed supplier form pages
Your supplier grant form submissions can leave Grant records incomplete and block coordinator review. It fills the CRM grant record and marks page five complete so coordinators can triage same day.
Overview
Partial supplier form pages force coordinators into manual lookups and slow application throughput. This flow writes submitted page answers into the CRM, flags page five complete, and hands a ready record to coordinators to triage same day.