Process new client interview submissions from Jotform, format data, find client in SmartMatchApp, and update profile
Process new client interview submissions from Jotform, format data, find client in SmartMatchApp, and update profile
Process new client interview submissions from Jotform to update client profiles in SmartMatchApp. Capture and organize all relevant information for clearer reporting and faster onboarding.
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Overview
Process new client interview submissions from Jotform to update client profiles in SmartMatchApp. Capture and organize all relevant information for clearer reporting and faster onboarding.