Add CRM session notes from coach group questionnaire

Your coach questionnaire responses sit outside CRM leads, so reps and coordinators lack session context for follow-up. Attach structured session notes to leads for same-day follow-up.

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Overview

When group coaching feedback isn't attached to CRM leads, coordinators and reps lose crucial session context and follow-ups slip. This flow captures questionnaire responses and appends them to the lead so stakeholders can act on feedback the same day.