Add accredited partner survey responses to CRM contacts
Add accredited partner survey responses to CRM contacts
Your partner accreditation survey responses lack CRM context and require manual lookups. Adds or updates partner contacts so program managers can start outreach same day.
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Overview
When partner accreditation responses don't land in the CRM, onboarding and segmentation stall and coordinators chase data. This workflow captures each submission, upserts the partner contact with a score, and puts accredited partners into the right list so program managers can act same day.