Update sales intake from new donor user record
Update sales intake from new donor user record
Donor user records arrive in a separate database, leaving sales intake without updated contact context and delaying outreach. Keep intake records current so coordinators can begin outreach same day.
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Overview
When donor users land in a separate database, intake coordinators miss context and outreach stalls. This workflow keeps Sales Intake records updated automatically so coordinators can start outreach the same day and avoid duplicate work.