Update match records and log check-ins to CRM
Update match records and log check-ins to CRM
Your mentor check-in form submissions arrive unlinked, leaving match records and hours incomplete. It updates match records and logs visit activity so coordinators have complete data same day.
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Overview
When check-ins aren't attached to the right match, program reporting and compliance stall and coordinators spend hours reconciling records. This flow links submissions to match records, updates participation fields, and writes CRM activity logs so coordinators have reliable visit data the same day.