Add consult opportunity from self-test entries to pipeline

Your self-test responses arrive unstructured, causing manual entry and delayed outreach. It creates consult opportunities and updates prospect records for same-day follow-up.

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Overview

Turn scattered self-test responses into actionable consult opportunities so sales can stop waiting on manual entry. IT can deploy this flow to create prospect records and alert reps within minutes, enabling same-day outreach and clearer ownership.