Update intake board status for new contact stage

Your CRM contacts moving to a new outreach stage leave the intake board outdated and slow coordinators. Keep items updated so coordinators can act the same day.

Update intake board status for new contact stage

Overview

Stop manual board updates and give your program coordinators immediate clarity when a contact reaches your outreach stage. With board items reflecting CRM changes within minutes, coordinators can act the same day and reduce missed contacts.

Update intake board status for new contact stage